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:
Shell PLC (SHEL)
Shell is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2021, it produced 1.7 million barrels of liquids and 8.7 billion cubic feet of natural gas per day. At year-end 2021, reserves stood at 9.2 billion barrels of oil equivalent, 50% of which consisted of liquids. Its production and reserves are in Europe, Asia, Oceania, Africa, and North and South America. The company operates refineries with capacity of 1.8 mmb/d located in the Americas, Asia, Africa, and Europe and sells 15 mtpa of chemicals. Its largest chemical plants, often integrated with its local refineries, are in Central Europe, China, Singapore, and North America.
A quick look at the price chart below shows us that the stock is up 11.57% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 5.30, which means that it remains undervalued.
Superinvestors who currently hold positions in the company include:
(Shares)
Ken Fisher – 20,255,325
Israel Englander – 3,330,332
Rich Pzena – 2,963,476
Ken Griffin – 2,377,617
Steve Cohen – 1,097,200
Jim Simons – 801,486
Jean-Marie Eveillard – 97,269
Chuck Royce – 40,000
Dan Rasmussen – 30,000
Mario Gabelli – 14,492
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