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:
CVS Health Corp (CVS)
CVS Health offers a diverse set of healthcare services. Its roots are in its retail pharmacy operations, where it operates over 9,000 stores primarily in the U.S. CVS is also the largest pharmacy benefit manager (acquired through Caremark), processing over 2 billion adjusted claims annually. It also operates a top-tier health insurer (acquired through Aetna) where it serves about 26 million medical members. The company’s recent acquisition of Oak Street adds primary care services to the mix, which could have significant synergies with all its existing business lines.
A quick look at the price chart below for the company shows us that the stock is down 12.24% in the past twelve months.
Superinvestors who recently bought, or continue to hold the stock, according to their latest 13Fs include:
(Shares)
Ray Dalio – 2,890,081
Ken Griffin – 1,175,915
Paul Tudor Jones – 494,659
Tom Gayner – 332,000
Ken Fisher – 69,232
Chuck Royce – 68,500
Lee Ainslie – 22,676
Prem Watsa – 15,000
Steve Cohen – 4,547
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