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:
Intel Corporation (NASDAQ: INTC)
Intel is the world’s largest chipmaker. It designs and manufactures microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors. It was the prime proponent of Moore’s law for advances in semiconductor manufacturing, though the firm has recently faced manufacturing delays. While Intel’s server processor business has benefited from the shift to the cloud, the firm has also been expanding into new adjacencies as the personal computer market has stagnated. These include areas such as the Internet of Things, artificial intelligence, and automotive. Intel has been active on the merger and acquisitions front, acquiring Altera, Mobileye, and Habana Labs in order to bolster these efforts in non-PC arenas.
A quick look at the price chart below for Intel shows us that the stock is down 4% in the past twelve months.
Superinvestors who recently bought, or continue to hold Intel stock in their portfolios include:
Ken Fisher – 30,195,139
Seth Klarman – 23,305,334
Chris Davis – 12,921,833
Ken Griffin – 5,504,008
Michael Price – 2,042,025
Dan Loeb – 1,000,000
James Dinan – 673,946
Jeremy Grantham – 638,953
Paul Tudor Jones – 381,769
Jim Simons – 333,494
Louis Bacon – 97,712
Murray Stahl – 10,369
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