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:
United States Steel Corporation (NYSE: X)
United States Steel Corp operates primarily in the United States but also has steelmaking capacity in Slovakia. The company’s operating segments include Flat-Rolled; USSE and Tubular. It generates maximum revenue from the Flat-Rolled segment. The Flat-Rolled segment includes U. S. Steel’s integrated steel plants and equity investees in North America involved in the production of slabs, strip mill plates, sheets, and tin mill products, as well as all iron ore and coke production facilities in the United States. It primarily serves North American customers in the service center, conversion, transportation, construction, container, and appliance and electrical markets.
A quick look at the price chart below shows us that the stock is up 35% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 1.63, which means that it remains undervalued.
(Source: Morningstar)
Superinvestors who currently hold positions in the company include:
(Shares)
D E Shaw – 6,512,456
Ken Griffin – 3,217,091
Jim Simons – 3,179,200
Israel Englander – 1,523,288
Cliff Asness – 1,398,306
Ken Fisher – 780,111
Steve Cohen – 188,045
Paul Tudor Jones – 61,891
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