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:
PACCAR Inc (PCAR)
Paccar is a leading manufacturer of medium- and heavy-duty trucks under the premium brands Kenworth and Peterbilt, which are primarily sold in the NAFTA region and Australia, and DAF trucks, which are sold in Europe and South America. Its trucks are sold through over 2,300 independent dealers globally. Paccar Financial Services provides retail and wholesale financing for customers and dealers, respectively. The company commands approximately 30% of the Class 8 market share in North America and 17% of the heavy-duty market share in Europe.
A quick look at the price chart below shows us that the stock is up 39.85% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 9.90 which means that it remains undervalued.
(Shares)
Ken Fisher – 4,849,368
Ken Griffin – 3,388,262
Cliff Asness – 2,500,018
Jim Simons – 2,393,016
Israel Englander – 1,812,296
Joel Greenblatt – 59,576
Mario Gabelli – 23,802
Ray Dalio – 4,351
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