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One Stock Superinvestors Are Buying Or Holding

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As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.

While doing this research we’ve also uncovered a number of common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying Or Holding’. This week we’ll take a look at:

Facebook, Inc. (NASDAQ: FB)

Facebook is the world’s largest online social network, with 2.5 billion monthly active users. Users engage with each other in different ways, exchanging messages and sharing news events, photos, and videos. On the video side, the firm is in the process of building a library of premium content and monetizing it via ads or subscription revenue. Facebook refers to this as Facebook Watch. The firm’s ecosystem consists mainly of the Facebook app, Instagram, Messenger, WhatsApp, and many features surrounding these products. Users can access Facebook on mobile devices and desktops. Advertising revenue represents more than 90% of the firm’s total revenue, with 50% coming from the U.S. and Canada and 25% from Europe. With gross margins above 80%, Facebook operates at a 30%-plus margin.

A quick look at the price chart below for Facebook shows us that the stock is up 43% in the past twelve months.

(Source: Morningstar)

Superinvestors who recently bought, or continue to hold Facebook stock in their portfolios include:

Chase Coleman – 8,750,500 shares

Stephen Mandel – 5,266,975 shares

Ken Fisher – 4,299,819 shares

Jean-Marie Eveillard – 3,237,002 shares

Ruane, Cunniff & Goldfarb – 2,292,319 shares

Steve Romick – 1,696,896 shares

David Abrams – 1,205,043 shares

Dan Loeb – 1,125,000 shares

Li Lu – 608,900 shares

Scott Ferguson – 395,000 shares

Bill Miller – 355,060 shares

Glenn Greenberg – 352,099 shares

Mario Gabelli – 335,700 shares

Francois Rochon – 211,661 shares

Joel Greenblatt – 172,231 shares

Tom Gayner – 145,000 shares

For more articles like this, check out our recent articles here.

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