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:
The Walt Disney Co (DIS)
Walt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney shifted into a more streaming-focused firm by acquiring the remainder of Hulu and launching Disney+ and ESPN+. Across its streaming platforms, Disney had over 235 million subscribers as of September 2022, up sharply from under 64 million in December 2019.
A quick look at the price chart below for the company shows us that the stock is down 30% in the past twelve months.
Superinvestors who recently bought, or continue to hold the stock, according to their latest 13Fs include:
(Shares)
Nelson Peltz – 9,029,800
Ken Fisher – 5,465,420
Ken Griffin – 2,772,693
Tom Gayner – 2,005,665
David Tepper – 300,000
Francois Rochon – 226,010
George Soros – 189,609
Cliff Asness – 100,220
Paul Tudor Jones – 26,408
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