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Holly LaFon
Holly LaFon
Articles (8905)  | Author's Website |

Yacktman Asset Management Buys Unilever, S&P Index in Q4

February 02, 2015 | About:

Yacktman Asset Management, whose managers tend to lie low when stock markets soar, added just two new positions to their portfolio in the fourth quarter: Unilever NV (NYSE:UN) and the SPDR S&P 500 ETF (SPY).

The Yacktman Fund (Trades, Portfolio)s seek large-cap stocks of high quality businesses at low valuations. Their three top holdings, Procter & Gamble Co. (NYSE:PG), PepsiCo Inc. (NASDAQ:PEP) and Coca-Cola Co. (NYSE:KO), comprise almost 30% of their portfolio and date back to before 2010.

At the end of the fourth quarter, the Yacktman portfolio held 51 stocks and was valued at $24 billion. Consumer Defensive stocks are their top-weighted sector at 39% of the portfolio, followed by Technology at 19.3%.

New Buys

Unilever NV (NYSE:UN)

Yacktman Asset Management purchased 3,533,658 shares of Unilever, whose fourth quarter share price averaged $39. The holding spans 0.57% of the portfolio.

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Unilever NV is a public limited company registered in the Netherlands. Unilever NV has a market cap of $117.6 billion; its shares were traded at around $43.19 with and P/S ratio of 2.40. The dividend yield of Unilever NV stocks is 3.50%. Unilever NV had an annual average earnings growth of 2.80% over the past 10 years. GuruFocus rated Unilever NV the business predictability rank of 2-star.

SPDR S&P 500 ETF (SPY)

Yacktman managers purchased 3,705 shares of the SPDR S&P 500 ETF, whose share price averaged $198 in the fourth quarter. The holding is an infinitesimal 0.0032% of the portfolio.

03May20171158091493830689.png

SPDR S&P 500 ETF has a market cap of $152.42 billion; its shares were traded at around $201.92. The dividend yield of SPDR S&P 500 ETF stocks is 2.0%.

For more Yacktman Fund (Trades, Portfolio)s stocks, visit the portfolio here. Not a Premium Member of GuruFocus? Try it free for 7 days here.

About the author:

Holly LaFon
I'm a financial journalist with a master of science in journalism from Medill at Northwestern University.

Visit Holly LaFon's Website


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