Middle East Conflict Lifted Canadian Natural Resources Limited (CNQ)
Yachtman Asset Management released its first-quarter 2026 investor letter for its AMG “Yacktman Focused Fund”. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 45,024,405 | $2,194,039,268 | +6% | 0.74% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 28,956,345 | $1,411,619,369 | 0.76% | |
| 3. | GQG Partners Rajiv Jain | 17,555,471 | $853,652,499 | 1.35% | |
| 4. | Yacktman Asset Management Donald Yacktman | 16,541,598 | $806,072,071 | -12% | 10.75% |
| 5. | Egerton Capital Limited John Armitage | 5,690,211 | $277,056,374 | 3.07% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 197,679,763 | $9,642,471,147 | 1.32% | |
| 2. | 164,432,659 | $8,020,822,471 | 1.24% | |
| 3. | 124,812,950 | $6,082,134,000 | 1.07% | |
| 4. | 85,203,825 | $4,155,734,152 | 0.22% | |
| 5. | 63,903,165 | $3,117,888,743 | 1.16% |