Donald Yacktman: Top Buys, Top Sells (Q1 2020)

Johnny HopkinsDonald YacktmanLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top buys and sells from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at Donald Yacktman (3-31-2019). The current market value of his portfolio is $6,031,575,000.

Top New Buys

Stock Shares Held Value
($1,000)
%
Impact on Portfolio
HUN / Huntsman Corp. 6,704,701 96,749 1.604
GOOG / Alphabet Inc. Class C 237,473 276,136 1.514
FOXA / Fox Corporation, Class A 8,390,515 198,268 1.350
MSM / MSC Industrial Direct Co., Inc. 1,530,910 84,154 1.212
CTSH / Cognizant Technology Solutions Corp. 4,292,640 199,479 1.186

Top New Sells

Stock %
Impact On Portfolio
PG / Procter & Gamble Co. (The) 2.044
KO / Coca Cola Co. 1.937
DIS / The Walt Disney Co. 1.122
ANTM / Anthem, Inc. 0.95
PEP / PepsiCo, Inc. 0.945

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