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Acquirer’s Multiple Stock $DHI Appearing In Dalio, Greenblatt, Druckenmiller Portfolios

Wednesday, January 27, 2021 · Johnny Hopkins

Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:

D. R. Horton Inc (NYSE: DHI)

D.R. Horton is a leading homebuilder in the United States with operations in 90 markets across 29 states. D.R. Horton mainly builds single-family detached homes (90% of home sales revenue) and offers products to entry-level, move-up, luxury buyers, and active adults. The company offers homebuyers mortgage financing and title agency services through its financial services segment. D.R. Horton’s headquarters are in Arlington, Texas, and it manages five regional homebuilding offices across the United States.

A quick look at the price chart below for D.R. Horton shows us that the stock is up 34% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 9.96, which means that it remains undervalued.

(Source: Morningstar)

Superinvestors who currently hold positions in D.R. Horton include:

Edgar Wachenheim – 3,506,171 shares

George Soros – 3,054,004 shares

Ken Heebner – 880,000 shares

Israel Englander – 644,429 shares

Cliff Asness – 518,870 shares

Ken Fisher – 274,190 shares

Louis Bacon – 128,448 shares

Steve Cohen – 117,000 shares

Ray Dalio – 94,522 shares

Joel Greenblatt – 81,543 shares

Stanley Druckenmiller – 46,470 shares

Paul Tudor Jones – 37,680 shares

Tom Gayner – 13,999 shares

Mario Gabelli – 10,000 shares