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:
Paypal Holdings Inc (NASDAQ: PYPL)
PayPal was spun off from eBay in 2015 and provides electronic payment solutions to merchants and consumers, with a focus on online transactions. The company had 377 million active accounts at the end of 2020, including 29 million merchant accounts. The company also owns Xoom, an international money transfer business, and Venmo, a person-to-person payment platform.
A quick look at the price chart below for PayPal shows us that the stock is up 132% in the past twelve months.
(Source: Morningstar)
Superinvestors who reduced, or sold out of PayPal stock include:
(Remaining Shares)
Terry Smith – 12,333,741
Nick Train – 4,687,362
Chase Coleman – 896,001
Israel Englander – 822,265
David Tepper – 525,000
Cliff Asness – 507,639
Mario Gabelli – 176,591
Steve Cohen – 114,968
Murray Stahl -84,797
Joel Greenblatt – 53,900
Jonathon Soros – 51,200
Paul Tudor Jones – 18,125
Stephen Mandel – SOLD OUT
Jim Simons – SOLD OUT
Lee Ainslie – SOLD OUT
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