Acquirer’s Multiple Stocks Appearing in Greenblatt, Gabelli, Grantham 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 2018-3-31). This week we’ll take a look at one of the picks from our All Investable Stock Screener:

Louisiana-Pacific Corporation (NYSE: LPX)

A quick look at the price chart below for Louisiana-Pacific shows us that the stock is up 14% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 5.87 which means that it remains undervalued.

Top investors who currently hold positions in Louisiana-Pacific include:

Jim Simons – 1,912,300 total shares

Cliff Asness – 1,199,556 total shares

Mario Gabelli – 708,500 total shares

Chuck Royce – 443,561 total shares

Joel Greenblatt – 318,351 total shares

Steven Cohen – 199,800 total shares

Lee Ainslie – 80,090 total shares

Jeremy Grantham – 61,900 total shares

Ken Griffin – 52,362 total shares

Paul Tudor Jones – 48,674 total shares

LSV Asset Management – 31,200 total shares