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 20% in the past twelve months.

V data by YCharts

Superinvestors who reduced, or sold out of the company’s stock, according to their latest 13Fs, include:

(Remaining shares)

John Armitage – 4,159,031

Andreas Halvorsen – 2,555,860

Steve Mandel – 2,161,028

Ken Griffin – 721,711

Lee Ainslie – 600,359

Wally Weitz – 435,600

Jim Simons – 406,100

Tom Russo – 368,640

Murray Stahl – 25,408

Jean-Marie Eveillard – 10,107

Steve Romick – 4,640