Yacktman Fund Buys Canadian Natural Resources, Weatherford International PLC, Cognizant Technology Solutions Corp, Sells ConocoPhillips, Exxon Mobil Corp, Macy's Inc

• New Purchases: WFRD, VTSC,
• Added Positions: CNQ, CTSH, UHAL, ABF, 005387, 033780,
• Reduced Positions: M, GS, CON, BNR, 5947,
• Sold Out: COP, XOM, VMI,

For the details of Yacktman Fund's stock buys and sells, go to https://www.gurufocus.com/guru/yacktman+fund/current-portfolio/portfolio

1. Samsung Electronics Co Ltd (005935) - 10,800,000 shares, 8.37% of the total portfolio.
2. Bollore SA (BOL) - 97,075,700 shares, 7.44% of the total portfolio.
3. Canadian Natural Resources Ltd (CNQ) - 9,100,000 shares, 4.42% of the total portfolio. Shares added by 30.19%
4. Alphabet Inc (GOOG) - 125,000 shares, 4.42% of the total portfolio.
5. Brenntag SE (BNR) - 3,500,000 shares, 4.32% of the total portfolio. Shares reduced by 2.23%

Yacktman Fund initiated holding in Weatherford International PLC. The purchase prices were between $14.48 and $20.22, with an estimated average price of $16.65. The stock is now traded at around $28.000000. The impact to a portfolio due to this purchase was 1.02%. The holding were 3,900,000 shares as of 2021-09-30.

Yacktman Fund initiated holding in Vitesco Technologies Group AG. The purchase prices were between $51.4 and $63.6, with an estimated average price of $58.29. The stock is now traded at around $47.700000. The impact to a portfolio due to this purchase was 0.13%. The holding were 168,000 shares as of 2021-09-30.

Yacktman Fund added to a holding in Canadian Natural Resources Ltd by 30.19%. The purchase prices were between $30.4 and $36.87, with an estimated average price of $33.69. The stock is now traded at around $42.710000. The impact to a portfolio due to this purchase was 1.02%. The holding were 9,100,000 shares as of 2021-09-30.

Yacktman Fund added to a holding in Cognizant Technology Solutions Corp by 34.19%. The purchase prices were between $66.46 and $78.03, with an estimated average price of $73.76. The stock is now traded at around $79.790000. The impact to a portfolio due to this purchase was 0.77%. The holding were 3,086,362 shares as of 2021-09-30.

Yacktman Fund added to a holding in Amerco Inc by 95.11%. The purchase prices were between $559.1 and $673.74, with an estimated average price of $626.93. The stock is now traded at around $720.510000. The impact to a portfolio due to this purchase was 0.59%. The holding were 141,067 shares as of 2021-09-30.

Yacktman Fund added to a holding in Associated British Foods PLC by 32.54%. The purchase prices were between $18.53 and $23.31, with an estimated average price of $20.19. The stock is now traded at around $18.135000. The impact to a portfolio due to this purchase was 0.49%. The holding were 6,030,571 shares as of 2021-09-30.

Yacktman Fund added to a holding in Hyundai Motor Co by 50.00%. The purchase prices were between $95500 and $115000, with an estimated average price of $103538. The stock is now traded at around $99800.000000. The impact to a portfolio due to this purchase was 0.11%. The holding were 300,000 shares as of 2021-09-30.

Yacktman Fund sold out a holding in ConocoPhillips. The sale prices were between $52.44 and $68.04, with an estimated average price of $57.76.

Yacktman Fund sold out a holding in Exxon Mobil Corp. The sale prices were between $52.73 and $63.26, with an estimated average price of $57.05.

Yacktman Fund sold out a holding in Valmont Industries Inc. The sale prices were between $220.88 and $250.55, with an estimated average price of $237.77.