This Acquirers Multiple Stock Is Appearing In Dalio, Grantham, Gayner Portfolios

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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:

Lennar Corporation (NYSE: LEN)

After merging with CalAtlantic in February 2018, Lennar has become the largest public homebuilder (by revenue) in the United States. The company’s homebuilding operations target first-time, move-up, and active adult homebuyers mainly under the Lennar brand name. Lennar’s financial-services segment provides mortgage financing and related services to its homebuyers. Miami-based Lennar is also involved in multifamily construction and has invested in numerous housing-related technology startups.

A quick look at the price chart below for Lennar Corporation shows us that the stock is up 21% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.47, which means that it remains undervalued.

(Source: Morningstar)

Superinvestors who currently hold positions in Lennar Corporation include:


Edgar Wachenheim – 7,022,487

Ken Griffin – 1,224,440

Cliff Asness – 1,165,291

Mario Gabelli – 772,834

Ken Fisher – 745,530

Ray Dalio – 339,784

Jeremy Grantham – 308,100

Jim O’Shaughnessy – 94,249

Wally Weitz – 52,577

Israel Englander – 50,706

Tom Gayner – 13,000

Murray Stahl – 4,585

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