Yacktman Asset Management Buys Canadian Natural Resources, Cognizant Technology Solutions Corp, Unilever PLC, Sells ConocoPhillips, Exxon Mobil Corp, Macy's Inc

• Added Positions: CNQ, CTSH, UL, TREC, LEGH,
• Reduced Positions: COP, XOM, M, CSCO, GS, WFRD, MSFT, GOOG, ORCL, ACA, AWI, EAF, FOXA, PM,
• Sold Out: RL, VMI,

For the details of Yacktman Asset Management's stock buys and sells, go to https://www.gurufocus.com/guru/yacktman+asset+management/current-portfolio/portfolio

1. PepsiCo Inc (PEP) - 4,468,994 shares, 6.46% of the total portfolio. Shares reduced by 0.22%
2. Alphabet Inc (GOOG) - 229,560 shares, 5.88% of the total portfolio. Shares reduced by 1.35%
3. Canadian Natural Resources Ltd (CNQ) - 16,641,604 shares, 5.85% of the total portfolio. Shares added by 30.31%
4. Microsoft Corp (MSFT) - 2,049,102 shares, 5.56% of the total portfolio. Shares reduced by 2.05%
5. Procter & Gamble Co (PG) - 3,208,833 shares, 4.31% of the total portfolio. Shares reduced by 0.78%

Yacktman Asset Management added to a holding in Canadian Natural Resources Ltd by 30.31%. The purchase prices were between $30.4 and $36.87, with an estimated average price of $33.69. The stock is now traded at around $43.610000. The impact to a portfolio due to this purchase was 1.36%. The holding were 16,641,604 shares as of 2021-09-30.

Yacktman Asset Management added to a holding in Cognizant Technology Solutions Corp by 31.62%. The purchase prices were between $66.46 and $78.03, with an estimated average price of $73.76. The stock is now traded at around $78.080000. The impact to a portfolio due to this purchase was 1%. The holding were 5,816,135 shares as of 2021-09-30.

Yacktman Asset Management added to a holding in Unilever PLC by 28.03%. The purchase prices were between $53.95 and $60.15, with an estimated average price of $56.66. The stock is now traded at around $53.900000. The impact to a portfolio due to this purchase was 0.04%. The holding were 311,114 shares as of 2021-09-30.

Yacktman Asset Management added to a holding in Trecora Resources by 37.37%. The purchase prices were between $7.64 and $8.77, with an estimated average price of $8.1. The stock is now traded at around $7.740000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,555,000 shares as of 2021-09-30.

Yacktman Asset Management added to a holding in Legacy Housing Corp by 27.18%. The purchase prices were between $15.91 and $20.08, with an estimated average price of $17.92. The stock is now traded at around $18.180000. The impact to a portfolio due to this purchase was 0.01%. The holding were 232,100 shares as of 2021-09-30.

Yacktman Asset Management sold out a holding in Ralph Lauren Corp. The sale prices were between $103.79 and $125.22, with an estimated average price of $115.6.

Yacktman Asset Management sold out a holding in Valmont Industries Inc. The sale prices were between $220.88 and $250.55, with an estimated average price of $237.77.