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Yacktman Focused Fund Buys Continental AG, Fox Corp, Macy's Inc, Sells Procter & Gamble Co, Coca-Cola Co, PepsiCo Inc

Investment company Yacktman Focused Fund (Current Portfolio) buys Continental AG, Fox Corp, Macy's Inc, Sysco Corp, Associated British Foods PLC, sells Procter & Gamble Co, Coca-Cola Co, PepsiCo Inc, Johnson & Johnson during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Yacktman Focused Fund. As of 2020Q1, Yacktman Focused Fund owns 45 stocks with a total value of $2.1 billion. These are the details of the buys and sells.

For the details of Yacktman Focused Fund's stock buys and sells,

go to https://www.gurufocus.com/guru/yacktman+focused+fund/current-portfolio/portfolioThese are the top 5 holdings of Yacktman Focused Fund
  1. Samsung Electronics Co Ltd (005935) - 10,700,000 shares, 16.44% of the total portfolio. Shares reduced by 12.94%
  2. Bollore SA (BOL) - 47,500,000 shares, 6.08% of the total portfolio. Shares added by 12.02%
  3. Fox Corp (FOX) - 5,050,000 shares, 5.45% of the total portfolio. Shares added by 57.81%
  4. Continental AG (CON) - 1,200,000 shares, 4.03% of the total portfolio. New Position
  5. Johnson & Johnson (JNJ) - 650,000 shares, 4.02% of the total portfolio. Shares reduced by 26.97%
New Purchase: Continental AG (CON)


Yacktman Focused Fund initiated holding in Continental AG. The purchase prices were between $54.13 and $120.12, with an estimated average price of $96.71. The stock is now traded at around $69.06. The impact to a portfolio due to this purchase was 4.03%. The holding were 1,200,000 shares as of . New Purchase: Huntsman Corp (HUN)


Yacktman Focused Fund initiated holding in Huntsman Corp. The purchase prices were between $12.87 and $24.16, with an estimated average price of $19.65. The stock is now traded at around $14.10. The impact to a portfolio due to this purchase was 1.09%. The holding were 1,600,000 shares as of . New Purchase: Nihon Parkerizing Co Ltd (4095)


Yacktman Focused Fund initiated holding in Nihon Parkerizing Co Ltd. The purchase prices were between $883 and $1210, with an estimated average price of $1095.12. The stock is now traded at around $1085.00. The impact to a portfolio due to this purchase was 0.9%. The holding were 1,859,500 shares as of . New Purchase: MSC Industrial Direct Co Inc (MSM)


Yacktman Focused Fund initiated holding in MSC Industrial Direct Co Inc. The purchase prices were between $46.7 and $78.77, with an estimated average price of $66.31. The stock is now traded at around $58.47. The impact to a portfolio due to this purchase was 0.82%. The holding were 317,939 shares as of . New Purchase: Sodexo (SW)


Yacktman Focused Fund initiated holding in Sodexo. The purchase prices were between $50.42 and $107.25, with an estimated average price of $87.72. The stock is now traded at around $63.04. The impact to a portfolio due to this purchase was 0.69%. The holding were 217,364 shares as of . New Purchase: KT&G Corp (033780)


Yacktman Focused Fund initiated holding in KT&G Corp. The purchase prices were between $63600 and $95100, with an estimated average price of $86629.2. The stock is now traded at around $77800.00. The impact to a portfolio due to this purchase was 0.68%. The holding were 235,000 shares as of . Added: Fox Corp (FOX)
Yacktman Focused Fund added to a holding in Fox Corp by 57.81%. The purchase prices were between $19.81 and $38.58, with an estimated average price of $32.56. The stock is now traded at around $25.17. The impact to a portfolio due to this purchase was 2%. The holding were 5,050,000 shares as of . Added: Macy's Inc (M)
Yacktman Focused Fund added to a holding in Macy's Inc by 92.62%. The purchase prices were between $4.81 and $18.1, with an estimated average price of $13.72. The stock is now traded at around $5.74. The impact to a portfolio due to this purchase was 1.31%. The holding were 11,750,000 shares as of . Added: Sysco Corp (SYY)
Yacktman Focused Fund added to a holding in Sysco Corp by 66.67%. The purchase prices were between $31.24 and $85.54, with an estimated average price of $69.79. The stock is now traded at around $46.97. The impact to a portfolio due to this purchase was 1.29%. The holding were 1,500,000 shares as of . Added: Associated British Foods PLC (ABF)
Yacktman Focused Fund added to a holding in Associated British Foods PLC by 123.19%. The purchase prices were between $16.08 and $27.08, with an estimated average price of $23.74. The stock is now traded at around $18.84. The impact to a portfolio due to this purchase was 1.23%. The holding were 2,100,000 shares as of . Added: Brenntag AG (BNR)
Yacktman Focused Fund added to a holding in Brenntag AG by 49.13%. The purchase prices were between $29.68 and $50.38, with an estimated average price of $43.72. The stock is now traded at around $36.00. The impact to a portfolio due to this purchase was 0.93%. The holding were 1,650,000 shares as of . Added: Cognizant Technology Solutions Corp (CTSH)
Yacktman Focused Fund added to a holding in Cognizant Technology Solutions Corp by 47.89%. The purchase prices were between $41.61 and $71.42, with an estimated average price of $59.81. The stock is now traded at around $51.47. The impact to a portfolio due to this purchase was 0.74%. The holding were 1,050,000 shares as of . Reduced: Procter & Gamble Co (PG)
Yacktman Focused Fund reduced to a holding in Procter & Gamble Co by 40%. The sale prices were between $97.7 and $127.14, with an estimated average price of $120.29. The stock is now traded at around $120.95. The impact to a portfolio due to this sale was -2%. Yacktman Focused Fund still held 630,000 shares as of . Reduced: Coca-Cola Co (KO)
Yacktman Focused Fund reduced to a holding in Coca-Cola Co by 36.65%. The sale prices were between $37.56 and $60.13, with an estimated average price of $54.17. The stock is now traded at around $47.10. The impact to a portfolio due to this sale was -1.71%. Yacktman Focused Fund still held 1,400,000 shares as of . Reduced: PepsiCo Inc (PEP)
Yacktman Focused Fund reduced to a holding in PepsiCo Inc by 27.08%. The sale prices were between $103.93 and $146.99, with an estimated average price of $135.44. The stock is now traded at around $135.67. The impact to a portfolio due to this sale was -1.35%. Yacktman Focused Fund still held 700,000 shares as of . Reduced: Johnson & Johnson (JNJ)
Yacktman Focused Fund reduced to a holding in Johnson & Johnson by 26.97%. The sale prices were between $111.14 and $153.99, with an estimated average price of $142.18. The stock is now traded at around $147.30. The impact to a portfolio due to this sale was -1.33%. Yacktman Focused Fund still held 650,000 shares as of .

Here is the complete portfolio of Yacktman Focused Fund. Also check out:

1. Yacktman Focused Fund's Undervalued Stocks

2. Yacktman Focused Fund's Top Growth Companies, and

3. Yacktman Focused Fund's High Yield stocks

4. Stocks that Yacktman Focused Fund keeps buying

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