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’ve also uncovered a number of stocks that superinvestors have bought, or added more to their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying‘. This week we’ll take a look at:
Carrier Global Corp (NYSE: CARR)
Carrier Global Corp manufactures heating, ventilation, and air-conditioning, refrigeration, and fire and security products. Carrier’s HVAC business serves both residential (40% of HVAC sales) and commercial markets (60% of HVAC sales). Carrier’s refrigeration segment consists of its transportation refrigeration, Sensitech supply-chain monitoring, and commercial refrigeration businesses. The firm’s fire and security business manufactures fire detection and suppression, access controls, and intrusion detection products.
A quick look at the price chart below for Carrier Global shows us that the stock is up 146% in the past twelve months.
Superinvestors who bought, or added more Carrier Global stock to their portfolios include:
Chris Davis – 30,575,476 shares
Mason Hawkins – 8,876,727 shares
Ken Fisher – 4,244,437 shares
Ken Griffin – 1,678,357 shares
Steve Cohen – 872,971 shares
Jim Simons – 582,900 shares
Louis Bacon – 385,124 shares
Tom Gayner – 224,000 shares
Rob Olstein – 181,000 shares
Mario Gabelli – 131,768 shares
Joel Greenblatt – 64,681 shares
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