Yacktman Focused Fund Buys Weatherford International PLC, Associated British Foods PLC, News Corp, Sells Samsung Electronics Co, The Walt Disney Co, PepsiCo Inc

Jan 15, 2020

Investment company Yacktman Focused Fund (Current Portfolio) buys Weatherford International PLC, Associated British Foods PLC, News Corp, sells Samsung Electronics Co, The Walt Disney Co, PepsiCo Inc, Procter & Gamble Co, Johnson & Johnson during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Yacktman Focused Fund. As of 2019Q4, Yacktman Focused Fund owns 31 stocks with a total value of $2.6 billion. These are the details of the buys and sells.

New Purchases: WFTLF, ABF,
Added Positions: NWSA, FOX, M, 090435,
Reduced Positions: 005935, DIS, PEP, PG, JNJ, COP, MSFT, XOM, KO, STT, ORCL, SYY,

For the details of Yacktman Focused Fund's stock buys and sells, go to https://www.gurufocus.com/guru/yacktman+focused+fund/current-portfolio/portfolio

These are the top 5 holdings of Yacktman Focused Fund

Samsung Electronics Co Ltd (005935) - 12,290,013 shares, 18.35% of the total portfolio. Shares reduced by 22.52%
Bollore SA (BOL) - 42,402,886 shares, 7.07% of the total portfolio.
PepsiCo Inc (PEP) - 960,000 shares, 5.00% of the total portfolio. Shares reduced by 26.15%
Procter & Gamble Co (PG) - 1,050,000 shares, 5.00% of the total portfolio. Shares reduced by 25%
Johnson & Johnson (JNJ) - 890,000 shares, 4.95% of the total portfolio. Shares reduced by 25.83%

New Purchase: Weatherford International PLC (WFTLF)

Yacktman Focused Fund initiated holding in Weatherford International PLC. The purchase prices were between $0.02 and $27.99, with an estimated average price of $3.29. The stock is now traded at around $33.00. The impact to a portfolio due to this purchase was 2.58%. The holding were 2,421,823 shares as of .

New Purchase: Associated British Foods PLC (ABF)

Yacktman Focused Fund initiated holding in Associated British Foods PLC. The purchase prices were between $21.06 and $26.42, with an estimated average price of $24.04. The stock is now traded at around $25.61. The impact to a portfolio due to this purchase was 1.23%. The holding were 940,894 shares as of .

Added: News Corp (NWSA)

Yacktman Focused Fund added to a holding in News Corp by 52.72%. The purchase prices were between $12.57 and $14.17, with an estimated average price of $13.45. The stock is now traded at around $14.79. The impact to a portfolio due to this purchase was 0.81%. The holding were 4,345,915 shares as of .

Here is the complete portfolio of Yacktman Focused Fund. Also check out:

1. Yacktman Focused Fund's Undervalued Stocks
2. Yacktman Focused Fund's Top Growth Companies, and
3. Yacktman Focused Fund's High Yield stocks
4. Stocks that Yacktman Focused Fund keeps buying

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