Donald Yacktman who added a position in Dell Inc. (NASDAQ:DELL) in Q4 2012, sold some 27k shares in Q1 2013, according to the latest 13f filing of Yacktman Asset Management. Yacktman has been actively opposing Dell’s buyout offer that was put up by Silver Lake even after The Blackstone Group L.P. (NYSE:BX) had withdrawn its bid to buy Dell Inc. (NASDAQ:DELL). Yacktman wants Michael Dell to be a part of whatever course the company chooses but he believes that the standing offer from Silver Lake is not in the interest of shareholders. Top Five Yacktman Holdings As of March 28, Yacktman Asset Management’s…
Yacktman Adds MSFT, KO, Reduces Research In Motion Ltd (BBRY), BRK
HFA Staff
The post above is drafted by the collaboration of the Hedge Fund Alpha Team.