Yacktman Fund Buys Ingredion Inc, FirstCash Inc, Sells Oracle Corp, Johnson & Johnson, Continental AG

• New Purchases: INGR, FCFS,
• Reduced Positions: ORCL, JNJ, CON, BKNG, CSCO, MSFT, M, FOXA, DIS, 005935, SYY, QRTEA, MSM, STT, CMCSA, NWSA,

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

1. Samsung Electronics Co Ltd (005935) - 16,000,000 shares, 12.49% of the total portfolio. Shares reduced by 4.19%
2. Bollore SA (BOL) - 97,075,700 shares, 6.14% of the total portfolio. Shares added by 0.58%
3. PepsiCo Inc (PEP) - 1,600,000 shares, 4.24% of the total portfolio.
4. Microsoft Corp (MSFT) - 1,000,000 shares, 4.08% of the total portfolio. Shares reduced by 16.67%
5. Continental AG (CON) - 1,940,000 shares, 3.82% of the total portfolio. Shares reduced by 26.79%

Yacktman Fund initiated holding in Ingredion Inc. The purchase prices were between $75.44 and $90.38, with an estimated average price of $81.7. The stock is now traded at around $84.49. The impact to a portfolio due to this purchase was 0.65%. The holding were 390,000 shares as of .

Yacktman Fund initiated holding in FirstCash Inc. The purchase prices were between $65.21 and $78.14, with an estimated average price of $70.52. The stock is now traded at around $64.55. The impact to a portfolio due to this purchase was 0.62%. The holding were 460,000 shares as of .

Yacktman Fund reduced to a holding in Oracle Corp by 65.27%. The sale prices were between $48.33 and $55.27, with an estimated average price of $52.9. The stock is now traded at around $55.82. The impact to a portfolio due to this sale was -2.14%. Yacktman Fund still held 1,100,000 shares as of .

Yacktman Fund reduced to a holding in Johnson & Johnson by 30%. The sale prices were between $128.81 and $155.51, with an estimated average price of $145.42. The stock is now traded at around $149.25. The impact to a portfolio due to this sale was -1.26%. Yacktman Fund still held 1,050,000 shares as of .

Yacktman Fund reduced to a holding in Continental AG by 26.79%. The sale prices were between $60.04 and $98.64, with an estimated average price of $79.5. The stock is now traded at around $86.50. The impact to a portfolio due to this sale was -1.08%. Yacktman Fund still held 1,940,000 shares as of .

Yacktman Fund reduced to a holding in Booking Holdings Inc by 23.4%. The sale prices were between $1230.68 and $1840.91, with an estimated average price of $1519.55. The stock is now traded at around $1746.79. The impact to a portfolio due to this sale was -0.79%. Yacktman Fund still held 90,000 shares as of .