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. This week we’ll take a look at:
Southwestern Energy Company (NYSE: SWN)
Southwestern Energy Co is a US-based independent energy company. It is engaged in the exploration, development and production activities, including related natural gas gathering and marketing. The company principally carries its business activities in the United States. The operating segments of the company are the Exploration and Production and Mid-stream segment. Exploration and Production segment is the key revenue driver for the company which includes the revenue derived from the production and sale of natural gas and liquids. Mid-stream segment generates revenue through the marketing of both the company and third-party produced natural gas and liquids volumes and through gathering fees associated with the transportation of natural gas to market.
A quick look at the price chart below for Southwestern Energy shows us that the stock is down 60% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 5.55 which means that it remains undervalued.
(Source: Morningstar)
Superinvestors who currently hold positions in Southwestern Energy include:
Cliff Asness – 27,242,371 total shares
Ray Dalio – 15,747,929 total shares
Ken Fisher – 4,438,698 total shares
Lee Ainslie – 3,327,587 total shares
Ken Griffin – 2,172,827 total shares
Joel Greenblatt – 87,827 total shares
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