As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors 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, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
While doing this research we’ve also uncovered a number of stocks that superinvestors have sold, or reduced in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Selling‘. This week we’ll take a look at:
Taiwan Semiconductor Mfg Co Ltd (TSM)
A quick look at the price chart below for the company shows us that the stock is up 59.40% in the past twelve months.
Source: Google Finance
Superinvestors who reduced, or sold out of the company’s stock, according to their latest 13Fs, include:
(Remaining shares)
Jean-Marie Eveillard – 5,639,152
Steve Mandel – 4,212,861
Israel Englander – 1,975,084
Ken Griffin – 1,828,945
Dan Loeb – 1,780,000
David Tepper – 250,000
Cath Wood – 222,253
John Rogers – 141,832
Rich Pzena – 55,060
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