Acquirer’s Multiple Stocks Appearing in Marks, Dalio, Druckenmiller 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:

Vale SA (ADR) – (NYSE: VALE)

A quick look at the price chart for Vale shows us that the stock is up 30% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.89 which means that it remains undervalued.

Top investors who currently hold positions in Vale include:

Ken Heebner – 19,300,000 total shares

Jim Simons – 9,757,959 total shares

Howard Marks – 9,411,396 total shares

Cliff Asness – 5,772,844 total shares

Ken Griffin – 2,516,470 total shares

Jeremy Grantham – 1,708,232 total shares

Stanley Druckenmiller – 1,666,600 total shares

Lee Ainslie – 430,110 total shares

Ken Fisher – 386,900 total shares

Bill Miller – 309,720 total shares

Ray Dalio – 229,438 total shares