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This Acquirers Multiple Stock Is Appearing In Soros, Dalio, Tepper Portfolios

Wednesday, September 1, 2021 · Johnny Hopkins

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:

D R Horton Inc (NYSE: DHI)

D.R. Horton is a leading homebuilder in the United States with operations in 90 markets across 29 states. D.R. Horton mainly builds single-family detached homes (over 90% of home sales revenue) and offers products to entry-level, move-up, luxury buyers, and active adults. The company offers homebuyers mortgage financing and title agency services through its financial services segment. D.R. Horton’s headquarters are in Arlington, Texas, and it manages five regional homebuilding offices across the United States.

A quick look at the price chart below for D.R. Horton shows us that the stock is up 30% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.95, which means that it remains undervalued.

(Source: Morningstar)

Superinvestors who currently hold positions in D.R. Horton include:

(Shares)

George Soros – 4,263,866

David Tepper – 1,144,257

Edgar Wachenheim – 775,945

Ray Dalio – 395,438

Cliff Asness – 322,659

Israel Englander – 322,539

Paul Tudor Jones – 57,122

Joel Greenblatt – 30,198

Tom Gayner – 13,999

Mario Gabelli – 7,000