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 13Fs. 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 13Fs. So, we’re now providing a new weekly feature article called One Stock Superinvestors Are Selling. This week, we’ll take a look at:
Oracle Corporation (ORCL)
Oracle is one of the world’s leading enterprise software and cloud computing companies, offering a range of database, middleware, and application solutions. The company has a strong presence in cloud infrastructure, competing with Amazon Web Services, Microsoft Azure, and Google Cloud. Oracle’s core business remains its database software, which is widely used by businesses worldwide. Additionally, Oracle has been expanding its AI and machine learning capabilities, as well as growing its enterprise resource planning (ERP) and human capital management (HCM) solutions.
A quick look at the price chart below for the company shows us that the stock is up 30.37% 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 – 12,276,950
David Tepper – 1,400,000
Israel Englander – 564,017
Wally Wetz – 207,575
Ken Griffin – 175,223
Donald Yacktman – 172,652
Joel Greenblatt – 85,096
John Rogers – 41,763
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