This Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt Portfolios

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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:

Altria Group Inc (MO)

Altria comprises Philip Morris USA, U.S. Smokeless Tobacco, John Middleton, Helix Innovations, and Philip Morris Capital, although the company plans to wind down Philip Morris Capital by the end of 2022. It holds a 10% interest in the world’s largest brewer, Anheuser-Busch InBev. Through its tobacco subsidiaries, Altria holds the leading position in cigarettes and smokeless tobacco in the United States and the number-two spot in machine-made cigars. The company’s Marlboro brand is the leading cigarette brand in the U.S. with a 43% share in 2020. Altria holds strategic investments in JUUL Labs (35% economic interest) and Cronos (42%).

A quick look at the price chart below shows us that the stock is down 9.6% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 6.20, which means that it remains undervalued.

MO Chart

MO data by YCharts

Superinvestors who currently hold positions in the company include:

(Shares)

Ken Griffin – 3,908,326

Jim Simons – 3,771,516

Israel Englander – 1,868,883

Cliff Asness – 1,099,134

Ray Dalio – 382,075

Tom Russo – 331,544

John Hempton – 285,427

Joel Greenblatt – 138,870

Jeremy Hosking – 118,253

Steve Cohen – 44,900

Ken Fisher – 43,015

Murray Stahl – 41,054

Donald Yacktman – 13,300

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