One Stock Superinvestors Are Buying

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:

Carvana Co (NYSE: CVNA)

Carvana Co is an e-commerce platform for buying and selling used cars. The company derives revenue from used vehicle sales, wholesale vehicle sales and other sales and revenues. The other sales and revenues include sales of loans originated and sold in securitization transactions or to financing partners, commissions received on VSCs and sales of GAP waiver coverage.

A quick look at the price chart below for Carvana Co shows us that the stock is up 27% in the past twelve months.

(Source: Morningstar)

Superinvestors who recently bought, or continue to hold Carvana Co stock in their portfolios include:

(Shares)

Chase Coleman – 6,355,107

Jim Simons – 441,900

Stanley Druckenmiller – 361,906

Lee Ainslie – 311,904

Charles Clough – 133,049

Louis Bacon – 132,217

Cliff Asness – 20,915

Ray Dalio – 17,287