Besides the 13F of Yacktman Asset Management and Yacktman Focused Fund
, we also started to track the portfolio of Yacktman Fund
. Yacktman Fund
is the flagship fund of Don Yacktman. The fund has achieved 10.6% of annual return over the past 10 years. It heavily invests in high quality large caps. As of Dec. 31, the fund has 51% of asset in top 10 positions and 16% in cash.
buys Dell Inc, Stryker Corporation, Coca-Cola Co, Avon Products Inc, sells H&R Block Inc, Research in Motion Ltd, Liberty Ventures during the 3-months ended 12/31/2012. As of 12/31/2012, owns 45 stocks with a total value of $7.3 billion. These are the details of the buys and sells. Continue Reading »