One Stock Superinvestors Are Selling

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:

Visa Inc (V)

Visa is the largest payment processor in the world. In fiscal 2021, it processed over $10 trillion in purchase transactions. Visa operates in over 200 countries and processes transactions in over 160 currencies. Its systems are capable of processing over 65,000 transactions per second.

A quick look at the price chart below for the company shows us that the stock is down 15% in the past twelve months.

V data by YCharts

Superinvestors who reduced, or sold out of the company’s stock include:

(Remaining shares)

Chris Hohn – 19,924,121

Ken Fisher – 13,279,462

Terry Smith – 5,628,028

Stephen Mandel – 3,442,381

CT Fitzpatrick – 3,373,017

Ole Andreas Halvorsen – 2,597,820

Ravenel Boykin Curry – 1,728,569

Lee Ainslie – 811,703

Cliff Asness – 710,640

Andrew Adams – 505,000

Tom Russo – 379,237