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:
Valero Energy Corp (VLO)
Valero Energy is one of the largest independent refiners in the United States. It operates 14 refineries with a total throughput capacity of 3.2 million barrels a day in the United States, Canada, and the United Kingdom. Valero also owns 14 ethanol plants with capacity of 1.7 billion gallons of ethanol a year and holds a 50% stake in Diamond Green Diesel, which has capacity to produce 700 million gallons per year of renewable diesel.
A quick look at the price chart below shows us that the stock is up 84% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 4.70 which means that it remains undervalued.
Superinvestors who currently hold positions in the company include:
(Shares)
Israel Englander – 1,817,857
Cliff Asness – 1,458,210
Jim Simons – 1,166,388
Ken Griffin – 497,424
Ray Dalio – 119,408
Paul Tudor Jones – 64,055
Joel Greenblatt – 59,677
Ken Fisher – 18,021
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