This Acquirers Multiple Stock Is Appearing In Cohen, Ainslie, Greenblatt Portfolios

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. This week we’ll take a look at:

Louisiana-Pacific Corporation (NYSE: LPX)

Louisiana-Pacific is primarily an oriented strand board producer, while offering engineered wood siding and engineered wood products used in home construction. The company is largely exposed to the North American housing market but has also established capacity in Brazil and Chile.

A quick look at the price chart below for Louisiana-Pacific shows us that the stock is up 91% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 3.53, which means that it remains undervalued.

(Source: Morningstar)

Superinvestors who currently hold positions in Louisiana-Pacific include:

(Shares)

Israel Englander – 1,119,146

Ken Griffin – 975,499

Cliff Asness – 311,668

Steve Cohen – 200,400

Jeremy Hosking – 196,723

Joel Greenblatt – 57,132

Jim O’Shaughnessy – 27,179

Rob Robotti – 25,000

Paul Tudor Jones – 20,762

Lee Ainslie – 12,614