TAM Stock Screener – Stocks Appearing in Cohen, Watsa, Greenblatt Portfolios

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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, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.

The top investor data is provided from their latest 13F’s (dated 2018-6-30). This week we’ll take a look at:

Kulicke and Soffa Industries Inc. (NASDAQ: KLIC)

Kulicke & Soffa Industries Inc is an United States-based company that is principally engaged in designing, manufacturing, and selling capital equipment and expendable tools that are used for assembling semiconductor devices. The company operates through two core segments: equipment, which produces and sells a series of ball bonders, wafer-level bonders, wedge bonders, advanced packaging and electronic assembly solutions; and expendable tools, which produces and offers various expendable tools designed for multiple semiconductor packaging applications. The equipment segment contributes the majority of total revenue. The company generates the majority of its total revenue from the overseas market, mainly in the Asia-Pacific region.

A quick look at the price chart below for Kulicke & Soffa shows us that the stock is down 8% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 4.66 which means that it remains undervalued.


Superinvestors who currently hold positions in Kulicke & Soffa include:

Chuck Royce – 4,210,078 total shares

Jim Simons – 1,567,900 total shares

D E Shaw – 1,310,559 total shares

Steven Cohen – 882,108 total shares

Robert Olstein – 402,550 total shares

Prem Watsa – 120,000 total shares

Jeremy Grantham – 99,154 total shares

Joel Greenblatt – 91,394 total shares

Ken Griffin – 74,502 total shares

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