This Acquirers Multiple Stock Appearing In Dalio, Simons, Asness 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:

Lennar Corp (LEN)

Lennar is the second-largest public homebuilder in the United States. The company’s homebuilding operations target first-time, move-up, and active adult homebuyers mainly under the Lennar brand name. Lennar’s financial-services segment provides mortgage financing and related services to its homebuyers. Miami-based Lennar is also involved in multifamily construction and has invested in numerous housing-related technology startups.

A quick look at the price chart below shows us that the stock is down 24% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 4.30, which means that it remains undervalued.

LEN Chart

LEN data by YCharts

Superinvestors who currently hold positions in the company include:


Ed Wachenheim – 7,469,610

Cliff Asness – 1,265,252

Israel Englander – 906,351

Jim Simons – 800,233

Ken Fisher – 773,068

Glenn Greenberg – 715,804

Ken Griffin – 476,761

Ray Dalio – 257,893

Steve Cohen – 178,000

Paul Tudor Jones – 45,122

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