The One Stock That Superinvestors Are Dumping: Is It Time to Sell?

As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.

While doing this research we’ve also uncovered a number of stocks that superinvestors have sold, or reduced in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Selling‘. This week we’ll take a look at:

Taiwan Semiconductor Mfg Co Ltd (TSM)

A quick look at the price chart below for the company shows us that the stock is up 92.77% in the past twelve months.

Source: Google Finance

Superinvestors who reduced, or sold out of the company’s stock, according to their latest 13Fs, include:

(Remaining shares)

Steve Mandel- 4,212,861

Israel Englander – 1,975,084

Ken Griffin – 1,828,945

Dan Loeb – 1,780,000

David Tepper – 400,000

Cath Wood – 222,253

John Rogers – 141,832

Louis Bacon – 133,331

Rich Pzena – 57,582