Yacktman's 13F equity portfolio value increased from $6.03B to $6.27B this quarter.
Yacktman Asset Management added Ingredion and FirstCash while reducing Oracle Corporation, Cisco Systems, Qurate Retail, Johnson & Johnson, Macy's, and Booking Holdings.
Their largest five stakes are at roughly one-third of the portfolio.
This article is part of a series that provides an ongoing analysis of the changes made to Yacktman’s 13F stock portfolio on a quarterly basis. It is based on Yacktman Asset Management’s regulatory 13F Form