Acquirer’s Multiple Stocks Appearing in Greenblatt, Simons, Gabelli, Paulson, Portfolios

One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.

The top investor data is provided from the latest 13F’s over at WhaleWisdom (dated 2017-12-31). This week we’ll take a look at one of the picks from our Large Cap Stock Screener:

Viacom, Inc. Class B (NASDAQ: VIAB)

A quick look at the price chart (below) for Viacom shows us that the stock is down 31% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 8.16 which means that it remains undervalued.

Top investors who currently hold positions in Viacom include:

Cliff Asness – 7,663,422 total shares

Sarah Ketterer – 4,462,334 total shares

LSV Asset Management – 4,266,845 total shares

John Rogers – 3,397,206 total shares

NWQ Managers – 2,097,710 total shares

Mario Gabelli – 1,204,838 total shares

John Paulson – 1,000,000 total shares

Ken Griffin  – 808,427 total shares

Joel Greenblatt – 762,856 total shares

Jim Simons – 542,500 total shares

Pioneer Investments – 459,011 total shares

Murray Stahl – 302,105 total shares

Robert Olstein – 288,935 total shares

Steven Cohen – 231,827 total shares

Donald Yacktman – 34,150 total shares

Jeff Auxier – 28,095 total shares

David Dreman – 9,581 total shares