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:
Xerox Holdings Corp (NYSE: XRX)
Xerox is an original equipment manufacturing and software company. Xerox operates in one segment–design, development and sale of printing technology and related solutions–while deriving 60% of its revenue from North America, and 40% from international markets. The company is an OEM of multifunction printers, or MFPs (printers that can print, copy and scan), focusing on large enterprise markets. Apart from equipment, the company provides post sales services like managed print services–a service that helps to bring smart servicing and efficiencies to how employers use their print/copy equipment. Xerox is attempting to enter new markets like digital print packaging solutions and printed electronics.
A quick look at the price chart below for Xero Holdings shows us that the stock is up 8.36% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 6.78 which means that it remains undervalued.
(Source: Morningstar)
Superinvestors who currently hold positions in Xero Holdings include:
Carl Icahn – 23,456,087 shares
Cliff Asness – 6,376,848 shares
Jim Simons – 663,824 shares
Joel Greenblatt – 578,515
Ken Griffin – 544,412 shares
Jim O’Shaughnessy – 287,446 shares
Paul Tudor Jones – 110,676 shares
Jeremy Grantham – 53,050 shares
Ray Dalio – 11,707 shares
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