As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors 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 stocks that superinvestors have sold, or reduced in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Selling‘. This week we’ll take a look at:
eBay Inc (NASDAQ: EBAY)
eBay operates one of the largest e-commerce marketplaces in the world, with $87 billion in 2021 gross merchandise volume, or GMV, rendering the firm the sixth-largest global e-commerce company. eBay generates revenue from listing fees, advertising, revenue-sharing arrangements with service providers, and managed payments, with its platform connecting more than 147 million buyers and roughly 20 million sellers across almost 190 global markets. eBay generates just north of 50% of its GMV in international markets, with a large presence in the U.K., Germany, and Australia.
A quick look at the price chart below for the company shows us that the stock is down 4% in the past twelve months.
(Source: Morningstar)
Superinvestors who reduced, or sold out of the company’s stocks include:
(Remaining shares)
Nick Train – 8,658,371
Pat Dorsey – 1,197,424
Jeremy Hosking – 218,721
Jim Simons – 195,768
Murray Stahl – 182,213
David Katz – 176,346
Rob Olstein – 143,000
Bill Miller – 35,000
Dodge & Cox – 33,681
Seth Klarman – SOLD OUT
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