Yacktman Focused Fund Buys Sodexo, Associated British Foods PLC, Ambev SA, Sells Oracle Corp, Johnson & Johnson, Continental AG

• New Purchases: ABEV, INGR, 8074, 5192,
• Added Positions: SW, ABF, BB,
• Reduced Positions: ORCL, JNJ, CON, DIS, MSFT, CSCO, FOX, M, BKNG, 005935, PEP, MSM, SYY, QRTEA, KO, STT, NWS,
• Sold Out: VMI,

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

1. Samsung Electronics Co Ltd (005935) - 10,400,000 shares, 17.21% of the total portfolio. Shares reduced by 2.8%
2. Bollore SA (BOL) - 47,746,528 shares, 6.40% of the total portfolio. Shares added by 0.52%
3. Fox Corp (FOX) - 4,450,000 shares, 5.07% of the total portfolio. Shares reduced by 11.88%
4. Associated British Foods PLC (ABF) - 3,700,000 shares, 3.72% of the total portfolio. Shares added by 76.19%
5. Microsoft Corp (MSFT) - 430,000 shares, 3.72% of the total portfolio. Shares reduced by 20.37%

Yacktman Focused Fund initiated holding in Ambev SA. The purchase prices were between $1.94 and $3, with an estimated average price of $2.36. The stock is now traded at around $2.65. The impact to a portfolio due to this purchase was 0.79%. The holding were 7,000,000 shares as of .

Yacktman Focused 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 0.63%. The holding were 180,000 shares as of .

Yacktman Focused Fund initiated holding in Yuasa Trading Co Ltd. The purchase prices were between $2727 and $3155, with an estimated average price of $2952.83. The stock is now traded at around $2995.00. The impact to a portfolio due to this purchase was 0.28%. The holding were 246,000 shares as of .

Yacktman Focused Fund initiated holding in Mitsuboshi Belting Ltd. The purchase prices were between $1137 and $1792, with an estimated average price of $1519.86. The stock is now traded at around $1824.00. The impact to a portfolio due to this purchase was 0.06%. The holding were 91,535 shares as of .

Yacktman Focused Fund added to a holding in Sodexo by 268.05%. The purchase prices were between $55.9 and $74.66, with an estimated average price of $64.06. The stock is now traded at around $64.78. The impact to a portfolio due to this purchase was 1.68%. The holding were 800,000 shares as of .

Yacktman Focused Fund added to a holding in Associated British Foods PLC by 76.19%. The purchase prices were between $16.24 and $20.81, with an estimated average price of $18.66. The stock is now traded at around $19.87. The impact to a portfolio due to this purchase was 1.61%. The holding were 3,700,000 shares as of .

Yacktman Focused Fund added to a holding in Bic by 106.02%. The purchase prices were between $43.34 and $50.85, with an estimated average price of $46.53. The stock is now traded at around $48.28. The impact to a portfolio due to this purchase was 0.33%. The holding were 300,000 shares as of .

Yacktman Focused Fund sold out a holding in Valmont Industries Inc. The sale prices were between $101.28 and $124.96, with an estimated average price of $110.88.