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. If you need investment related information, you can check out rm ib. This week we’ll take a look at:
Altria Group Inc (NYSE: MO)
Altria comprises Philip Morris USA, U.S. Smokeless Tobacco, John Middleton, Ste. Michelle Wine Estates, Nu Mark, and Philip Morris Capital, although the company plans to wind down Philip Morris Capital by the end of 2022. It holds a 10.2% interest in the world’s largest brewer, Anheuser-Busch InBev. Through its tobacco subsidiaries, Altria holds the leading position in cigarettes and smokeless tobacco in the United States and the number-two spot in machine-made cigars. The company’s Marlboro brand is the leading cigarette brand in the U.S. with a 43% share in 2020.
A quick look at the price chart below for Altria shows us that the stock is up 11.67% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.59, which means that it remains undervalued.
Superinvestors who currently hold positions in Altria include:
Ken Griffin – 5,113,002
Jim Simons – 2,945,155
Cliff Asness – 1,099,319
Tom Russo – 337,615
John Hempton – 287,909
Jeremy Hosking – 205,727
Israel Englander – 141,980
Joel Greenblatt – 139,887
Murray Stahl – 43,582
Ken Fisher – 38,457
Donald Yacktman – 22,500
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