Acquirer’s Multiple Stocks Appearing in Einhorn, Dalio, Greenblatt 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:

Micron Technology, Inc. (NASDAQ: MU)

A quick look at the price chart for Micron shows us that the stock is up 68% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 5.24 which means that it remains undervalued.

Top investors who currently hold positions in Micron include:

David Tepper – 27,500,000 total shares

Cliff Asness – 19,467,659 total shares

Ken Griffin – 14,966,634 total shares

Donald Smith – 8,435,448 total shares

Steven Cohen – 4,044,607 total shares

David Einhorn – 3,404,100 total shares

Joel Greenblatt – 1,639,484 total shares

Jeremy Grantham – 741,300 total shares

Ray Dalio – 484,884 total shares