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)
Disney operates in three global business segments: entertainment, sports, and experiences. Entertainment and experiences both benefit from franchises and characters the firm has created over the course of a century. Entertainment includes the ABC broadcast network, several cable television networks, and the Disney+ and Hulu streaming services. Within the segment, Disney also engages in movie and television production and distribution, with content licensed to movie theaters, other content providers, or, increasingly, kept in-house for use on Disney’s own streaming platform and television networks. The sports segment houses ESPN and the ESPN+ streaming service. Experiences contains Disney’s theme parks and vacation destinations, and also benefits from merchandise licensing.
A quick look at the price chart below for the company shows us that the stock is down 11.51% in the past twelve months.
Superinvestors who recently bought, or continue to hold the stock, according to their latest 13Fs include:
(Shares)
Nelson Peltz – 32,868,307
Ken Fisher – 6,894,880
Isreal Englander – 3,929,158
Tom Gayner – 2,029,665
Ken Griffin – 650,930
Cliff Asness – 299,359
Francois Rochon – 230,818
Joel Greenblatt – 76,509
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