Yacktman Adds $103.6M PayPal Stake as AMG Publishes Q1 Transcript
Affiliate manager Yacktman Asset Management, owned by AMG, added 2.29 million PayPal shares valued at $103.61 million, raised Embecta stake by 62.26% to 3.67 million shares and fully exited 1.78 million Warner Bros. Discovery shares in Q1 2026. AMG also published its Q1 2026 earnings call transcript on May 1.
1. Yacktman’s Q1 2026 Portfolio Adjustments
Yacktman Asset Management, a partner-owned affiliate of AMG, added five new positions in Q1 2026, highlighted by 2,290,642 PayPal shares valued at $103.61 million (1.38% of its portfolio). It also increased Embecta holdings by 62.26% to 3,671,877 shares ($32.46 million), boosted U-Haul to 6,048,331 shares ($270.18 million) and exited 1,782,860 Warner Bros. Discovery shares.
2. AMG Q1 2026 Earnings Call Transcript Release
Affiliated Managers Group published its Q1 2026 earnings call transcript on May 1, providing investors with detailed discussion of first-quarter financial results, fee margins, net inflows and management outlook.