As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus 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 common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying’. This week we’ll take a look at:
Comcast Corp (CMCSA)
Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to roughly 61 million U.S. homes and businesses, or nearly half of the country. About 56% of the homes in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from General Electric in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC broadcast network, several local NBC affiliates, Universal Studios, and several theme parks. Sky, acquired in 2018, is the dominant television provider in the U.K. and has invested heavily in exclusive and proprietary content to build this position. Sky is also the largest pay-television provider in Italy and has a presence in Germany and Austria.
A quick look at the price chart below for the company shows us that the stock is down 24% in the past twelve months.
Superinvestors who recently bought, or continue to hold the stock, according to their latest 13Fs include:
Jean-Marie Eveillard – 31,646,241
Steve Romick – 11,358,287
Ken Griffin – 6,755,373
Israel Englander – 6,731,468
Jim Simons – 6,211,676
Cliff Asness – 2,291,061
Joel Greenblatt – 317,738
Murray Stahl – 9,350
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