One Stock Superinvestors Are Buying Or Holding (17)

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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:

Oracle Corporation (NYSE: ORCL)

Oracle sells a wide range of enterprise IT solutions, including databases, middleware, applications, and hardware. While software licenses, support, and maintenance continue to represent roughly 70% of revenue, the firm is undergoing a mix shift toward cloud-based subscriptions that should necessitate continued heavy investment in the business model transition. Oracle offers software-as-a-service, platform-as-a-service, and infrastructure-as-a-service offerings. Legacy offerings include Oracle Database software and Oracle Fusion Middleware.

A quick look at the price chart below for Oracle shows us that the stock is down 3.28% in the past twelve months.

(Source: Morningstar)

Superinvestors who currently hold positions in Oracle include:

Jean-Marie Eveillard – 30,397,090 shares

Ken Fisher – 13,209,055 shares

Cliff Asness – 7,374,301 shares

Donald Yacktman – 5,450,787 shares

Rich Pzena – 3,827,132 shares

Chris Davis – 2,153,893 shares

Charles De Vaulx – 1,361,377 shares

Wally Weitz – 850,900 shares

Ken Griffin – 655,567 shares

Steven Romick – 374,645 shares

Joel Greenblatt – 371,623 shares

Lee Ainslie – 229,083 shares

John Rogers – 178,755 shares

Charles Brandes – 129,326 shares

Robert Olstein – 103,700 shares

Murray Stahl – 7,956 shares

Mario Gabelli – 7,425 shares

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