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’. This week we’ll take a look at:
Schlumberger NV (NYSE: SLB)
Schlumberger is the world’s largest supplier of products and services to the oil and gas industry. The company operates its business via multiple groups: reservoir characterization, drilling, production, and Cameron. It is investing more than any other services firm to make its offerings more bundled, which it believes is likely to be one of the key industry trends during the next 10 years. Efforts on this front are most visible via the Schlumberger Production Management business, which now accounts for 10% of its revenue.
A quick look at the price chart below for the company shows us that the stock is up 40% in the past twelve months.
(Source: Morningstar)
Superinvestors who recently bought, or continue to hold the stock in their portfolios include:
(Shares)
Jean-Marie Eveillard – 30,866,074
Ken Fisher – 16,130,140
D E Shaw – 4,942,570
Ken Griffin – 1,646,513
Israel Englander – 1,392,914
Cliff Asness – 540,865
Jim Simons – 341,604
Mario Gabelli – 52,125
Lee Ainslie – 12,054
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