
	Yacktman Fund
	Yacktman Fund

	Last update 2020-04-16	48 Stocks (9 new)
	Value $4.67 Bil	Turnover 18 %
	Top Holdings: XKRX:005935(11.65%) XPAR:BOL(5.61%) JNJ(4.21%) PEP(4.11%) MSFT(4.05%) Guru Portfolio Report Download

Yacktman Fund Latest Trades

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Real Time Picks after 2020-03-31 are displayed for Premium P Members Only
XTER:CON	Continental AG	2020-03-31	New Buy	+4.04%	● 54.13 (€96.71) 120.12	€87.10	-9.94%	New holding	2,650,000
FOXA	Fox Corp	2020-03-31	Add	+1.97%	● 20.2 ($33.14) 39.34	$24.96	-24.68%	Add 106.85%	7,550,000
XKRX:005935	Samsung Electronics Co Ltd	2020-03-31	Reduce	-1.89%	● 35450 (₩47033.9) 52700	₩47,200	0.35%	Reduce -14.71%	16,700,000
PG	Procter & Gamble Co	2020-03-31	Reduce	-1.88%	● 97.7 ($120.29) 127.14	$124.05	3.13%	Reduce -38.3%	1,450,000
KO	Coca-Cola Co	2020-03-31	Reduce	-1.85%	● 37.56 ($54.17) 60.13	$45.25	-16.47%	Reduce -40%	3,000,000
SYY	Sysco Corp	2020-03-31	Add	+1.29%	● 31.24 ($69.79) 85.54	$52.44	-24.86%	Add 70.21%	3,200,000
M	Macy's Inc	2020-03-31	Add	+1.24%	● 4.81 ($13.72) 18.1	$6.57	-52.11%	Add 86.13%	25,500,000
LSE:ABF	Associated British Foods PLC	2020-03-31	Add	+1.18%	● 16.08 (£23.74) 27.08	£19.51	-17.82%	Add 118.82%	4,550,000
PEP	PepsiCo Inc	2020-03-31	Reduce	-1.14%	● 103.93 ($135.44) 146.99	$134.91	-0.39%	Reduce -23.81%	1,600,000
JNJ	Johnson & Johnson	2020-03-31	Reduce	-1.10%	● 111.14 ($142.18) 153.99	$145.21	2.13%	Reduce -23.08%	1,500,000
HUN	Huntsman Corp	2020-03-31	New Buy	+1.08%	● 12.87 ($19.65) 24.16	$18	-8.40%	New holding	3,500,000
ANTM	Anthem Inc	2020-03-31	Reduce	-1.01%	● 174.68 ($273.87) 307.74	$257.58	-5.95%	Reduce -40%	300,000
XTER:BNR	Brenntag AG	2020-03-31	Add	+0.97%	● 29.68 (€43.72) 50.38	€51	16.65%	Add 53.04%	3,600,000
CTSH	Cognizant Technology Solutions Corp	2020-03-31	Add	+0.94%	● 41.61 ($59.81) 71.42	$56.46	-5.60%	Add 69.12%	2,300,000
WFC	Wells Fargo & Co	2020-03-31	Add	+0.89%	● 25.25 ($42.87) 53.8	$25.41	-40.73%	Add 90.63%	3,050,000
MSM	MSC Industrial Direct Co Inc	2020-03-31	New Buy	+0.82%	● 46.7 ($66.31) 78.77	$64.89	-2.14%	New holding	693,055
GOOG	Alphabet Inc	2020-03-31	Add	+0.75%	● 1056.62 ($1361.82) 1526.69	$1,511.34	10.98%	Add 30%	130,000
ORCL	Oracle Corp	2020-03-31	Reduce	-0.74%	● 39.8 ($51.75) 55.73	$57.01	10.16%	Reduce -20.82%	3,167,280
XKRX:033780	KT&G Corp	2020-03-31	New Buy	+0.66%	● 63600 (₩86629.2) 95100	₩79,000	-8.81%	New holding	500,000
RL	Ralph Lauren Corp	2020-03-31	New Buy	+0.58%	● 65.4 ($105.74) 123.69	$69.68	-34.10%	New holding	404,000
FHB	First Hawaiian Inc	2020-03-31	New Buy	+0.54%	● 15.68 ($25.45) 30.87	$16.05	-36.94%	New holding	1,530,000
QRTEA	Qurate Retail Inc	2020-03-31	New Buy	+0.45%	● 4.25 ($7.43) 9.82	$9.50	27.86%	New holding	3,428,849
NWSA	News Corp	2020-03-31	Add	+0.43%	● 8.23 ($12.7) 14.91	$11.93	-6.06%	Add 23.05%	12,000,000
MSFT	Microsoft Corp	2020-03-31	Reduce	-0.40%	● 135.42 ($164.71) 188.7	$207.07	25.72%	Reduce -11.11%	1,200,000
EAF	GrafTech International Ltd	2020-03-31	Add	+0.30%	● 6.16 ($9.71) 12.77	$7.40	-23.79%	Add 224.49%	2,500,621
STT	State Street Corporation	2020-03-31	Reduce	-0.25%	● 43.21 ($69.95) 82.92	$64.59	-7.66%	Reduce -8.68%	2,000,000
DIS	The Walt Disney Co	2020-03-31	Reduce	-0.24%	● 85.76 ($127.19) 148.2	$116.22	-8.62%	Reduce -5.13%	1,850,000
TSE:6923	Stanley Electric Co Ltd	2020-03-31	New Buy	+0.07%	● 1840 (¥2727.23) 3180	¥2,624	-3.79%	New holding	165,435
VMI	Valmont Industries Inc	2020-03-31	New Buy	+0.01%	● 86.23 ($130.7) 154.21	$112.84	-13.66%	New holding	3,529
WFTLF	Weatherford International PLC	2019-12-31	New Buy	+2.54%	● 0.02 ($3.29) 27.99	$1.60	-51.37%	New holding	5,443,908
PEP	PepsiCo Inc	2019-12-31	Reduce	-1.89%	● 131.98 ($136.08) 140.28	$134.91	-0.86%	Reduce -27.59%	2,100,000
PG	Procter & Gamble Co	2019-12-31	Reduce	-1.60%	● 116.63 ($122.36) 126.09	$124.05	1.38%	Reduce -24.19%	2,350,000
XKRX:005935	Samsung Electronics Co Ltd	2019-12-31	Reduce	-1.48%	● 38900 (₩42277.1) 46700	₩47,200	11.64%	Reduce -11.75%	19,580,027
JNJ	Johnson & Johnson	2019-12-31	Reduce	-1.22%	● 127.5 ($135.91) 146.44	$145.21	6.84%	Reduce -22%	1,950,000
LSE:ABF	Associated British Foods PLC	2019-12-31	New Buy	+1.20%	● 21.06 (£24.04) 26.42	£19.51	-18.84%	New holding	2,079,292
FOXA	Fox Corp	2019-12-31	Add	+1.02%	● 30.06 ($34.36) 37.57	$24.96	-27.36%	Add 82.5%	3,650,000
XOM	Exxon Mobil Corp	2019-12-31	Reduce	-0.97%	● 66.7 ($69.16) 73.09	$42.66	-38.32%	Reduce -57.14%	600,000
NWSA	News Corp	2019-12-31	Add	+0.80%	● 12.57 ($13.45) 14.17	$11.93	-11.30%	Add 53.44%	9,752,006
MSFT	Microsoft Corp	2019-12-31	Reduce	-0.74%	● 134.65 ($147.3) 158.96	$207.07	40.58%	Reduce -18.67%	1,350,000
COP	ConocoPhillips	2019-12-31	Reduce	-0.44%	● 53.07 ($58.97) 65.03	$39.66	-32.75%	Reduce -40.91%	650,000

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