Which Superinvestors Hold Acquirer’s Multiple Stocks?

Part of the weekly research 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 Warren Buffett, Joel Greenblatt, Carl Icahn, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:

CVS Health Corp (CVS)

CVS Health offers a diverse set of healthcare services. Its roots are in its retail pharmacy operations, where it operates over 9,000 stores primarily in the us. CVS is also a large pharmacy benefit manager (acquired through Caremark), processing about 2 billion adjusted claims annually. It also operates a top-tier health insurer (acquired through Aetna) where it serves about 26 million medical members. The company’s recent acquisition of Oak Street adds primary care services to the mix, which could have significant synergies with all its existing business lines.

A quick look at the price chart below shows us that the stock is down 17.29% in the past twelve months.

Source: Google Finance

(Shares)

Rich Pzena – 12,936,388

Cliff Asness – 5,289,788

Ray Dalio – 1,243,566

John Rogers – 669,084

Israel Englander – 636,903

Bernard Horn – 451,100

Mario Gabelli – 167,212

Joel Greenblatt – 145,921

Ken Griffin – 144,114