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:
PulteGroup, Inc. (NYSE: PHM)
PulteGroup is one of the largest homebuilders in the United States, operating in 47 markets across 25 states. The company mainly builds single-family detached homes (88% of unit sales) and offers products to entry-level, move-up, and active-adult buyers. PulteGroup offers homebuyers mortgage financing and title agency services through its financial services segment. The company is headquartered in Atlanta.
A quick look at the price chart below for PulteGroup shows us that the stock is down 24% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.02 which means that it remains undervalued.
(Source: Google Finance)
Superinvestors who currently hold positions in PulteGroup include:
Ed Wachenheim – 6,985,895 total shares
Cliff Asness – 2,813,796 total shares
Bill Miller – 2,271,600 total shares
James O’Shaughnessy – 2,044,009 total shares
Ray Dalio – 1,051,770 total shares
Ken Griffin – 389,759 total shares
Mario Gabelli – 335,000 total shares
Paul Tudor Jones – 20,218 total shares
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