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 sold, or reduced in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Selling‘. This week we’ll take a look at:
ViacomCBS Inc (NASDAQ: VIAC)
ViacomCBS is the recombination of CBS and Viacom that has created a media conglomerate operating around the world. CBS’ television assets include the CBS television network, 28 local TV stations, and 50% of CW, a joint venture between CBS and Time Warner. The company also owns Showtime and Simon & Schuster. Viacom owns several leading cable network properties, including Nickelodeon, MTV, BET, Comedy Central, VH1, CMT, and Paramount. Viacom has also built several online properties on the strength of these brands. Viacom’s Paramount Pictures produces original motion pictures and owns a library of 2,500 films, including the Mission: Impossible and Transformers series.
A quick look at the price chart below for ViacomCBS shows us that the stock is down 23% in the past twelve months.
(Source: Morningstar)
Superinvestors who sold, or reduced ViacomCBS stock in their portfolios include:
Seth Klarman – 18,837,585 shares
John Rogers – 6,053,571 shares
John Paulson – 1,569,920 shares
Cliff Asness – 1,366,367 shares
Ken Griffin – 1,254,773 shares
Mario Gabelli – 1,120,458 shares
Rob Olstein – 357,000 shares
Joe Huber – 95,200 shares
Murray Stahl – 27,513 shares
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