- New Purchases: 033780, 057050,
- Added Positions: BOL,
- Reduced Positions: CSCO, FOXA, MSFT, ORCL, USB, JNJ, BK, COP, KO,
For the details of Yacktman Focused Fund's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Focused+Fund
These are the top 5 holdings of Yacktman Focused Fund- Twenty-First Century Fox Inc (FOX) - 13,300,000 shares, 15.56% of the total portfolio.
- Procter & Gamble Co (PG) - 4,775,000 shares, 12.17% of the total portfolio. Shares reduced by 0.52%
- Samsung Electronics Co Ltd (005935) - 194,000 shares, 12% of the total portfolio.
- PepsiCo Inc (PEP) - 2,680,000 shares, 9.41% of the total portfolio. Shares reduced by 0.74%
- Twenty-First Century Fox Inc (FOXA) - 7,000,000 shares, 8.26% of the total portfolio. Shares reduced by 14.63%
Yacktman Focused Fund initiated holding in KT&G Corp. The purchase prices were between $97000 and $115500, with an estimated average price of $103436. The stock is now traded at around $99100.00. The impact to a portfolio due to this purchase was 0.87%. The holding were 288,459 shares as of 2018-03-31.
New Purchase: Hyundai Home Shopping Network Corp (057050)Yacktman Focused Fund initiated holding in Hyundai Home Shopping Network Corp. The purchase prices were between $103000 and $124500, with an estimated average price of $111938. The stock is now traded at around $103500.00. The impact to a portfolio due to this purchase was 0.21%. The holding were 65,590 shares as of 2018-03-31.
Added: Bollore SA (BOL)Yacktman Focused Fund added to a holding in Bollore SA by 118.47%. The purchase prices were between $4.27 and $4.79, with an estimated average price of $4.52. The stock is now traded at around $4.46. The impact to a portfolio due to this purchase was 0.89%. The holding were 9,614,774 shares as of 2018-03-31.
Reduced: Cisco Systems Inc (CSCO)Yacktman Focused Fund reduced to a holding in Cisco Systems Inc by 36.36%. The sale prices were between $38.77 and $45.55, with an estimated average price of $42.41. The stock is now traded at around $44.52. The impact to a portfolio due to this sale was -2.33%. Yacktman Focused Fund still held 3,500,000 shares as of 2018-03-31.
Here is the complete portfolio of Yacktman Focused Fund. Also check out:
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