GuruFocus Premium Membership

Serving Intelligent Investors since 2004. Only 96 cents a day.

Free Trial

Free 7-day Trial
All Articles and Columns »

Yacktman Funds Buys Samsung, Increases 21st Century Fox

August 05, 2014 | About:
Holly LaFon

Holly LaFon

262 followers

Donald Yacktman (Trades, Portfolio), founder of the Yacktman Asset Management, a conservative company with 19.8% average returns since inception. Managers of the funds look foremost for three things: good businesses, shareholder-oriented management and low purchase price.

Yacktman Asset Management holds 47 stocks, in a portfolio valued at $24.6 billion and 38.7% weighted in its largest sector – consumer defensive.

In the first quarter, Yacktman purchased no new stocks. In the second, they purchased just one, a microscopic position in Samsung Electronics Co. Ltd. (XKRX:005930). They also made just one significant increase, to Twenty-First Century Fox Inc. (FOX).

Samsung Electronics Co. Ltd. (XKRX:005930)

Yacktman purchased 1,200 shares of Samsung Electronics Co. Ltd. in the second quarter, when the price averaged 1,386,017 won per share. The position is 0.0064% of the portfolio, making it their third-smallest holding.

1407242739169.png

Samsung Electronics Co. Ltd. was incorporated under the laws of the Republic of Korea in 1969. Samsung Electronics Co. Ltd. has a market cap of $193993.23 billion; its shares were traded at around 1,317,000.00 won with a P/E ratio of 4.30 and P/S ratio of 0.75. The dividend yield of Samsung Electronics Co. Ltd. stocks is 0.87%. Samsung Electronics Co. Ltd. had an annual average earnings growth of 22.20% over the past five years.

Twenty-First Century Fox Inc. (FOX)

Yacktman increased their position in Twenty-First Century Fox by 356.7%, to 18,702,500 shares of the company, equivalent to 2.6% of the portfolio. The share price averaged $33 for the quarter.

1407242958473.png

Twenty-First Century Fox Inc. is a Delaware corporation, incorporated in Nov. 12, 2004. Twenty-First Century Fox Inc. has a market cap of $69.84 billion; its shares were traded at around $31.37 with a P/E ratio of 22.90 and P/S ratio of 2.35. The dividend yield of Twenty-First Century Fox Inc. stocks is 0.80%.

For more Yacktman stocks, visit their portfolio here. Not a Premium Member of GuruFocus? Try it free for 7 days here!


Rating: 5.0/5 (1 vote)

Voters:

Comments

Please leave your comment:


Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK