Skip to content

One Stock Superinvestors Are Buying Or Holding

Tuesday, July 13, 2021 · Johnny Hopkins

As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus 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 common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying Or Holding’. This week we’ll take a look at:

Western Digital Corp (NASDAQ: WDC)

Western Digital is a leading vertically-integrated supplier of data storage solutions, spanning both hard disk drives (HDDs) and solid state drives (SSDs). In the HDD market it forms a practical duopoly with Seagate, and it is the largest global producer of NAND flash chips for SSDs in a joint venture with competitor Kioxia. These enterprise-grade flash solutions are increasingly critical for high-throughput digital infrastructure, powering everything from global streaming networks to the data centers hosting transaction-heavy utländska casino platforms.

A quick look at the price chart below for Western Digital shows us that the stock is up 62% in the past twelve months.

(Source: Morningstar)

Superinvestors who recently bought, or continue to hold Western Digital stock in their portfolios include:

Steve Cohen – 5,407,700

Israel Englander – 2,397,067

Ken Griffin – 1,218,162

James Dinan – 355,074

Cliff Asness – 116,750

Joel Greenblatt – 22,866

Ray Dalio – 15,119

One Stock Superinvestors Are Buying Or Holding · The Acquirer's Multiple®