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 2018-9-30). This week we’ll take a look at:
HollyFrontier Corp (NYSE: HFC)
HollyFrontier is an independent petroleum refiner that owns and operates five refineries serving the Rockies, midcontinent, and Southwest, with a total crude oil throughput capacity of 457,000 barrels per day. It also has a 59% ownership stake in Holly Energy Partners, which owns and operates petroleum product pipelines and terminals principally in the Southwestern United States.
A quick look at the price chart below for HollyFrontier shows us that the stock is up 44% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.25 which means that it remains undervalued.
(SOURCE: GOOGLE FINANCE)
Superinvestors who currently hold positions in HollyFrontier include:
Cliff Asness – 9,453,335 current shares
Joel Greenblatt – 270,698 current shares
Ray Dalio – 99,731 current shares
Geroge Soros – 85,000 current shares
Jim Simons – 75,082 current shares
Jim O’Shaughnessy – 47,799 current shares
Mario Gabelli – 47,000 current shares
Ken Griffin – 33,429 currrent shares
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