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:
Booking Holdings Inc (NASDAQ: BKNG)
Booking is the world’s largest online travel agency by sales, offering booking services for hotel and alternative accommodation rooms, airline tickets, rental cars, restaurant reservations, cruises, experiences, and other vacation packages. The company operates a number of branded travel booking sites, including Booking.com, Agoda, OpenTable, and Rentalcars.com, and has expanded into travel media with the acquisitions of Kayak and Momondo. Transaction fees for online bookings account for the bulk of revenue and profits.
A quick look at the price chart below for Booking shows us that the stock is up 34% in the past twelve months.
(Source: Morningstar)
Superinvestors who reduced, or sold out of Booking stock include:
(Remaining Shares)
Jean-Marie Eveillard – 235,381 shares
Andreas Halvorsen – 188,281 shares
Donald Yacktman – 163,782 shares
Cliff Asness – 72,629 shares
Israel Englander – 29,849 shares
Jeremy Grantham – 9,750 shares
Jim O’Shaughnessy – 8,051 shares
Joel Greenblatt – 5,106 shares
Ken Fisher – 2,963 shares
Rob Olstein – 2,150 shares
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