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Acquirer’s Multiple Stocks Appearing in Pzena, Simons, Grantham Portfolios

Thursday, April 19, 2018 · Johnny Hopkins

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:

Triple-S Management Corp. (NYSE: GTS)

A quick look at the price chart for Triple-S shows us that the stock is up 54% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 5.98 which means that it remains undervalued.

(Source: Morningstar)

Top investors who currently hold positions in Triple-S include:

Richard Pzena – 1,701,200 total shares

Cliff Asness – 525,744 total shares

D E Shaw – 424,359 total shares

Israel Englander – 410,540 total shares

Anthony Bozza – 401,498 total shares

Jim Simons – 311,900 total shares

Ken Griffin – 109,806 total shares

Charles Brandes – 79,061 total shares

Paul Tudor Jones – 27,520 total shares

Jeremy Grantham – 10,100 total shares