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Tiziano Frateschi
Tiziano Frateschi
Articles (2476)  | Author's Website |

6 Stocks Yacktman Asset Management Keeps Buying

Berkshire Hathaway on the list

February 07, 2020 | About:

Texas-based investment firm Yacktman Asset Management (Trades, Portfolio) bought shares of the following stocks in both the third and fourth quarters of fiscal 2019.

Berkshire Hathaway

The guru increased the Berkshire Hathaway Inc. (BRK.A)(NYSE:BRK.B) position by 2.71% in the third quarter and then raised it 4.49% in the fourth quarter. The stock has a weight of 0.38% in the portfolio.

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Warren Buffett's famous conglomerate has a market cap of $550.19 billion. Its revenue of $258.750 million has grown 5.20% over the last five years.

Bill Gates (Trades, Portfolio) is the largest guru shareholder of the company with 2.25% of outstanding shares, followed by Bill Ackman (Trades, Portfolio) with 0.16%, Diamond Hill Capital (Trades, Portfolio) with 0.10% and Tom Russo (Trades, Portfolio) with 0.09%.

Fox Corp

The firm raised the Fox Corp. (FOXA) stake by 38.71% in the third quarter and boosted it by 65.89% in the fourth quarter. The stock has a weight of 1.94% in the portfolio.

The media company has a market cap of $23.44 billion and a revenue of $11.51 billion that has grown 9.30% over the past 12 months.

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The company's largest guru shareholder is Dodge & Cox with 4.73% of outstanding shares, followed by Seth Klarman (Trades, Portfolio)’s The Baupost Group with 4.40%, Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 1.39% and Daniel Loeb (Trades, Portfolio) with 1.29%.

Macy's

The investor boosted the Macy's Inc. (M) holding by 114.91% in the third quarter and added 2.88% in the fourth quarter. The stock has a total weight of 5.25% in the portfolio.

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The store retailer has a market cap of $5.24 billion. Its revenue of $25.44 billion has risen 2.70% over the last five years.

Yacktman Asset Management (Trades, Portfolio) is the largest guru shareholder of the company with 7.91% of outstanding shares, followed by Yacktman Fund (Trades, Portfolio) with 4.43%, Yacktman Focused Fund (Trades, Portfolio) with 1.97% and Ray Dalio (Trades, Portfolio)’s Bridgewater Associates with 1.10%.

News Corp

In the third quarter, the guru boosted its News Corp. (NWSA) position by 635.95%, raising it another 56.09% in the fourth quarter. The stock has a weight of 3.11% in the portfolio.

The media company has a market cap of $8.56 billion.

Other notable guru shareholders of the company include HOTCHKIS & WILEY with 2.49% of outstanding shares, Dodge & Cox with 2.38% and T Rowe Price Equity Income Fund (Trades, Portfolio) with 2.21%.

Reading International

The firm raised the Reading International Inc. (RDI) position by 5.63% in the third quarter and then boosted it by 39.47% in the fourth quarter. The stock has a weight of 0.04% in the portfolio.

The company, which operates multiplex cinemas and retail and commercial real estate, has a market cap of $244.34 million. Its revenue of $283.09 million has grown at an average annual rate of 4.00% over the last five years.

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The largest guru shareholder of the company is Simons’ firm with 3.59% of outstanding shares, followed by Mario Gabelli (Trades, Portfolio)’s GAMCO Investors with 1.28%.

SPDR S&P 500 ETF Trust (SPY) ETF

In the second quarter, the guru raised the SPDR S&P 500 ETF Trust (SPY) ETF (SPY) position by 106.57%, and boosted it by 374.41% in the fourth quarter. The ETF has a weight of 0.03% in the portfolio.

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Disclosure: I do not own any stocks mentioned.

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About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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