SEC 13F Intelligence

Yacktman Asset Management LP / ORCL

Yacktman Asset Management LP’s Oracle Corp Position

Does Yacktman Asset Management LP own Oracle Corp (ORCL)? Not currently — the last reported position was 105.8K shares worth $23M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$23M
Q2 2025
Shares
105.8K
% of Portfolio
+0.31%
Quarters Held
27
position exited

Position History ORCL

Reported value by quarter
Q4 ’18: $619MQ4 ’18Q1 ’19: $508MQ2 ’19: $482MQ3 ’19: $442MQ4 ’19: $400MQ4 ’19Q1 ’20: $263MQ2 ’20: $122MQ3 ’20: $117MQ4 ’20: $125MQ4 ’20Q1 ’21: $137MQ2 ’21: $146MQ3 ’21: $160MQ4 ’21: $155MQ4 ’21Q1 ’22: $118MQ2 ’22: $100MQ3 ’22: $87MQ4 ’22: $117MQ4 ’22Q1 ’23: $130MQ2 ’23: $165MQ3 ’23: $146MQ4 ’23: $144MQ4 ’23Q1 ’24: $114MQ2 ’24: $125MQ3 ’24: $110MQ4 ’24: $29MQ4 ’24Q1 ’25: $16MQ2 ’25: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025105.8K$23M+0.31%
Q1 2025111.2K$16M+0.20%
Q4 2024172.7K$29M+0.34%
Q3 2024647.0K$110M+1.13%
Q2 2024883.5K$125M+1.17%
Q1 2024910.0K$114M+1.03%
Q4 20231.37M$144M+1.34%
Q3 20231.38M$146M+1.44%
Q2 20231.39M$165M+1.57%
Q1 20231.40M$130M+1.28%
Q4 20221.43M$117M+1.17%
Q3 20221.43M$87M+0.95%
Q2 20221.43M$100M+1.04%
Q1 20221.43M$118M+1.05%
Q4 20211.78M$155M+1.38%
Q3 20211.83M$160M+1.54%
Q2 20211.88M$146M+1.42%
Q1 20211.96M$137M+1.44%
Q4 20201.93M$125M+1.54%
Q3 20201.96M$117M+1.73%
Q2 20202.21M$122M+1.95%
Q1 20205.45M$263M+4.37%
Q4 20197.55M$400M+5.05%
Q3 20198.02M$442M+5.43%
Q2 20198.46M$482M+5.79%
Q1 20199.47M$508M+6.28%
Q4 201813.70M$619M+7.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Yacktman Asset Management LP’s full portfolio or all institutional holders of ORCL.