One Stock Superinvestors Are Selling

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:

Mastercard Inc (NYSE: MA)

Mastercard is the second- largest payment processor in the world and processed $4.8 trillion in purchase transactions in 2019. Mastercard operates in over 200 countries and processes transactions in over 150 currencies.

A quick look at the price chart below for Mastercard shows us that the stock is up 16.99% in the past twelve months.

(Source: Morningstar)

Superinvestors who reduced, or sold out of Mastercard stock in their portfolios include:

(Remaining shares)

Chuck Akre – 5,881,552 shares

Tom Russo – 4,891,460 shares

Ken Fisher – 3,663,875 shares

Stephen Mandel – 1,763,571 shares

Cliff Asness – 1,126,182 shares

Ken Griffin – 490,475 shares

David Tepper – 442,500 shares

Wally Weitz – 241,065 shares

Israel Englander – 33,341 shares

Joel Greenblatt – 32,547 shares

Louis Bacon – 30,645 shares

Mario Gabelli – 27,050 shares