Yacktman Fund Comments on Sysco

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Aug 09, 2018

Sysco (NYSE:SYY) continued its strong performance after reporting excellent financial results. Interestingly, all three of the top contributors (Fox, Microsoft and Sysco) have been long-term holdings in the Fund and each of these positions required significant patience at times before unlocking substantial value.

From Yacktman Fund (Trades, Portfolio)'s 2nd quarter 2018 shareholder letter.