Stephen Yacktman

Biography

Stephen Yacktman studied economics and took an MBA at Brigham Young University. He joined Yacktman Asset Management, the Austin, Texas firm founded in 1992, as an analyst in 1993, has co-managed the AMG Yacktman Fund since 2002 and leads the firm as chief investment officer. The firm has been an affiliate of AMG since 2012.

In their own words

Yacktman Asset Management’s largest US holdings

From the Q2 2026 13F, worth $8.1bn in total. See every holding and change

1. Canadian Natural ResourcesCNQ8.0%
2. Berkshire HathawayBRK.B7.2%
3. AlphabetGOOG4.9%
4. U Haul Holding CompanyUHAL4.7%
5. Charles SchwabSCHW4.7%
6. MicrosoftMSFT4.7%
7. FOXFOX4.0%
8. Johnson & JohnsonJNJ4.0%
9. Procter & GamblePG3.6%
10. PepsicoPEP3.5%

Also at Yacktman Asset Management

• Jason Subotky Partner and portfolio manager