Yacktman Focused Fund Adjusts Portfolio, Cuts Stake in Associated British Foods PLC

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Yacktman Focused Fund, known for its objective and patient investment approach, has disclosed its first-quarter portfolio for 2024. The Fund initiated a position in Kellanova Co, purchasing 300,000 shares. The Fund also increased its stake in Kenvue Inc, adding 216,255 shares. The Fund exited its position in Weatherford International PLC, selling off 350,000 shares. The Fund reduced its positions in Associated British Foods PLC and Brenntag SE. As of the first quarter of 2024, Yacktman Focused Fund's portfolio comprised 49 stocks, with top holdings including Samsung Electronics Co Ltd, Bollore SE, Canadian Natural Resources Ltd, Microsoft Corp, and Alphabet Inc. The investments are primarily concentrated across nine industries: Communication Services, Technology, Consumer Defensive, Energy, Industrials, Consumer Cyclical, Financial Services, Basic Materials, and Healthcare.

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https://finance.yahoo.com/news/yacktman-focused-fund-adjusts-portfolio-150155165.html