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Yacktman's 13F equity portfolio value increased from $8.08B to $9.57B this quarter.
Yacktman Asset Management added Canadian Natural Resources, Northrop Grumman, Lockheed Martin, L3Harris, and Armstrong World Industries while reducing Macy’s during the quarter. They also increased Berkshire Hathaway substantially this quarter.
Yacktman’s largest five stakes are at ~25% of the portfolio.