One Stock Superinvestors Are Buying Or Holding (21)

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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 Or Holding‘ 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:

Cisco Systems, Inc. (NASDAQ: CSCO)

Cisco Systems, Inc. is the world’s largest hardware and software supplier within the networking solutions sector. The infrastructure platforms group includes hardware and software products for switching, routing, data center, and wireless applications. Its applications portfolio contains collaboration, analytics, and Internet of Things products. The security segment contains Cisco’s firewall and software-defined security products. Services are Cisco’s technical support and advanced services offerings. The company’s wide array of hardware is complemented with solutions for software-defined networking, analytics, and intent-based networking. In collaboration with Cisco’s initiative on growing software and services, its revenue model is focused on increasing subscriptions and recurring sales.

A quick look at the price chart below for Cisco shows us that the stock is down 18% in the past twelve months.

(Source: Morningstar)

Superinvestors who currently hold positions in Cisco include:

Ken Fisher – 20,969,492 shares

Cliff Asness – 8,100,346 shares

Tweedy Browne – 5,503,094 shares

Donald Yacktman – 4,420,361 shares

Ken Griffin – 1,048,288 shares

Rich Pzena – 576,079 shares

Joel Greenblatt – 564,825 shares

Tom Gayner – 342,000 shares

Robert Olstein – 212,000 shares

Charles Brandes – 117,162 shares

John Rogers – 80,659 shares

Mario Gabelli – 59,561 shares

Murray Stahl – 56,921 shares

Steve Cohen – 56,300 shares

Chuck Royce – 26,500 shares

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