Yacktman Focused Fund Buys Bollore SA, KT&G Corp, Hyundai Home Shopping Network Corp, Sells Samsung Electronics Co, Twenty-First Century Fox Inc, Twenty-First Century Fox Inc

Investment company Yacktman Focused Fund buys Bollore SA, KT&G Corp, Hyundai Home Shopping Network Corp, sells Samsung Electronics Co, Twenty-First Century Fox Inc, Twenty-First Century Fox Inc, Cisco Systems Inc, Sysco Corp during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Yacktman Focused Fund. As of 2018-06-30, Yacktman Focused Fund owns 22 stocks with a total value of $2.7 billion. These are the details of the buys and sells.

For the details of Yacktman Focused Fund's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Focused+Fund

These are the top 5 holdings of Yacktman Focused Fund
  1. Twenty-First Century Fox Inc (FOX) - 9,200,000 shares, 16.78% of the total portfolio. Shares reduced by 30.83%
  2. Procter & Gamble Co (PG) - 4,775,000 shares, 13.79% of the total portfolio.
  3. Samsung Electronics Co Ltd (005935) - 10,375,172 shares, 12.97% of the total portfolio. Shares reduced by 97.86%
  4. PepsiCo Inc (PEP) - 2,680,000 shares, 10.8% of the total portfolio.
  5. Johnson & Johnson (JNJ) - 1,430,000 shares, 6.42% of the total portfolio.
Added: Bollore SA (BOL)

Yacktman Focused Fund added to a holding in Bollore SA by 91.11%. The purchase prices were between $3.95 and $4.5, with an estimated average price of $4.28. The stock is now traded at around $3.86. The impact to a portfolio due to this purchase was 1.51%. The holding were 18,374,545 shares as of 2018-06-30.

Added: KT&G Corp (033780)

Yacktman Focused Fund added to a holding in KT&G Corp by 95.07%. The purchase prices were between $96000 and $107000, with an estimated average price of $99853.3. The stock is now traded at around $110000.00. The impact to a portfolio due to this purchase was 0.97%. The holding were 562,702 shares as of 2018-06-30.

Added: Hyundai Home Shopping Network Corp (057050)

Yacktman Focused Fund added to a holding in Hyundai Home Shopping Network Corp by 231.32%. The purchase prices were between $103500 and $114000, with an estimated average price of $108467. The stock is now traded at around $111000.00. The impact to a portfolio due to this purchase was 0.57%. The holding were 217,314 shares as of 2018-06-30.

Sold Out: Twenty-First Century Fox Inc (FOXA)

Yacktman Focused Fund sold out a holding in Twenty-First Century Fox Inc. The sale prices were between $35.69 and $49.79, with an estimated average price of $39.52.

Reduced: Samsung Electronics Co Ltd (005935)

Yacktman Focused Fund reduced to a holding in Samsung Electronics Co Ltd by 97.86%. The sale prices were between $37000 and $43020, with an estimated average price of $40196.7. The stock is now traded at around $37150.00. The impact to a portfolio due to this sale was -11.74%. Yacktman Focused Fund still held 10,375,172 shares as of 2018-06-30.

Reduced: Twenty-First Century Fox Inc (FOX)

Yacktman Focused Fund reduced to a holding in Twenty-First Century Fox Inc by 30.83%. The sale prices were between $35.33 and $49.33, with an estimated average price of $39.11. The stock is now traded at around $46.41. The impact to a portfolio due to this sale was -4.8%. Yacktman Focused Fund still held 9,200,000 shares as of 2018-06-30.

Reduced: Cisco Systems Inc (CSCO)

Yacktman Focused Fund reduced to a holding in Cisco Systems Inc by 51.43%. The sale prices were between $40.73 and $46.3, with an estimated average price of $43.71. The stock is now traded at around $42.50. The impact to a portfolio due to this sale was -2.48%. Yacktman Focused Fund still held 1,700,000 shares as of 2018-06-30.

Reduced: Sysco Corp (SYY)

Yacktman Focused Fund reduced to a holding in Sysco Corp by 40.53%. The sale prices were between $58.36 and $68.35, with an estimated average price of $63.86. The stock is now traded at around $70.49. The impact to a portfolio due to this sale was -1.48%. Yacktman Focused Fund still held 1,130,000 shares as of 2018-06-30.



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