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:
Oracle Corporation (NYSE: ORCL)
Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.
A quick look at the price chart below for Oracle shows us that the stock is up 7% in the past twelve months.
(Source: Morningstar)
Superinvestors who reduced, or sold out of Oracle stock in their portfolios include:
(Shares Sold)
Cliff Asness – 2,051,361 shares
Steve Cohen – 1,461,170 shares
Rich Pzena – 278,461 shares
Donald Yacktman – 251,184 shares
Joel Greenblatt – 117,041 shares
Joe Huber – 92,100 shares
Charles Brandes – 30,861 shares
Wally Weitz – 30,000 shares
Jim O’Shaughnessy – 15,362 shares
Chris Davis – 10,371 shares
Jim Simons – Sold Out
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