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:
Huntsman Corporation (NYSE: HUN)
Huntsman Corp is a US-based manufacturer of differentiated organic chemical products. Its product portfolio comprises of the methylene diphenyl diisocyanate (MDI), amines, surfactants, maleic anhydride, epoxy-based polymer formulations, textile chemicals, dyes and others. The company’s products are used in the adhesives, aerospace, automotive, construction products, among others. Its operating segments are Polyurethanes, Performance Products, Advanced Materials and Textile Effects. It derives a majority of the revenue from the Polyurethanes segment which includes product used to produce rigid and flexible foams, as well as coatings, adhesives, sealants, and elastomers.
A quick look at the price chart below for Huntsman Corp shows us that the stock is down 40% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 6.97 which means that it remains undervalued.
(Source: Google Finance)
Superinvestors who currently hold positions in Huntsman Corp include:
Cliff Asness: 3,771,721 total shares
Alexander Roepers: 2,805,697 total shares
David Tepper: 2,030,039 total shares
Jean-Marie Eveillard: 1,541,939 total shares
D E Shaw: 761,423 total shares
Jim Simons: 672,100 total shares
Ken Griffin: 405,486 total shares
Jeremy Grantham: 297,692 total shares
Mario Gabelli: 138,000 total shares
Paul Tudor Jones: 112,689 total shares
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