As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
While doing this research we also uncovered a number of superinvestors that currently hold stocks that don’t appear in our screens at the moment. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying‘ which features one stock that appears in a number of superinvestor portfolos, and who’s buying it, or holding it. This week we’ll take a look at:
Booking Holdings Inc (NASDAQ: BKNG)
Booking is the world’s largest online travel agency by revenue, offering booking services for hotel and vacation rooms, airline tickets, rental cars, restaurant reservations, cruises, experiences, and other vacation packages. The company operates a number of branded travel booking sites, including Priceline.com, Booking.com, Agoda, OpenTable, and Rentalcars.com, and has expanded into travel media with the acquisitions of Kayak and Momondo. Transaction fees for online bookings account for the bulk of revenue and profits.
A quick look at the price chart below for Booking Holdings shows us that the stock is up 1.7% in the past twelve months.
(Source: Morningstar)
Superinvestors who currently hold positions in Booking Holdings include:
Jean-Marie Eveillard – 232,848 shares
Donald Yacktman – 212,808 shares
Andreas Halvorsen – 186,944 shares
Cliff Asness – 168,891 shares
Jim Simons – 68,899 shares
Chris Davis – 47,805 shares
Steve Cohen – 31,246 shares
Joel Greenblatt – 23,280 shares
Jonathan Soros – 14,000 shares
Ken Griffin – 13,242 shares
Prem Watsa – 6,500 shares
Charles De Vaulx – 4,774 shares
Lee Ainslie – 1,521 shares
George Soros – 1,497 shares
Tom Gayner – 410 shares
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