One Stock Superinvestors Are Buying Or Holding

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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:

Johnson & Johnson (NYSE: JNJ)

Johnson & Johnson is the world’s largest and most diverse healthcare firm. Three divisions make up the firm: pharmaceutical, medical devices and diagnostics, and consumer. The drug and device groups represent close to 80% of sales and drive the majority of cash flows for the firm. The drug division focuses on the following therapeutic areas: immunology, oncology, neurology, pulmonary, cardiology, and metabolic diseases. The device segment focuses on orthopedics, surgery tools, vision care, and a few smaller areas. The last segment of consumer focuses on baby care, beauty, oral care, over-the-counter drugs, and women’s health. Geographically, just over half of total sales are generated in the United States.

A quick look at the price chart below for the company shows us that the stock is up 3% in the past twelve months.

(Source: Morningstar)

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

(Shares)

Terry Smith – 7,203,569

Donald Yacktman – 2,210,717

Tweedy Browne – 1,666,949

Warren Buffett – 327,100

Prem Watsa – 73,400

Rob Olstein – 71,000

Dodge & Co – 25,666

Nick Train – 7,900

David Katz – 6,125

David Katz – 3,796

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