Acquirer’s Multiple Stocks Featuring In Watsa, Greenblatt, Simons Portfolios

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One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our All Investable Stock Screener and some top investors that have added, or are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Jim Simons, Prem Watsa, Jeremy Grantham, and Howard Marks.

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The top investor data is provided from the latest 13F’s over at WhaleWisdom (dated 2017-09-30). This week we’ll take a look at the #2 pick in our All Investable Stock Screener:

Argan Inc (NYSE:AGX)

A quick look at the price chart for Argan Inc shows us that the stock is down 35% in the past twelve months. We currently have the stock trading at an Acquirer’s Multiple of 1.75.

Acquirer's Multiple Stocks

Source: Google Finance

New Positions

Top investors who took new positions in Argan Inc in the latest reported quarter include:

Prem Watsa – Fairfax Financial Holdings – 61,000 shares

Chuck Royce – Royce & Associates – 183 shares

Added To Their Positions

Top investors who added to their positions in Argan Inc in the latest reported quarter include:

Cliss Asness – AQR Capital Management – 211,044 shares

Scott Black – Delphi Management Inc – 14,894 shares

Currently Holding

Other top investors who currently hold positions in Argan Inc in the latest reported quarter include:

Jim Simons – Renaissance Technologies – 1,280,100 shares

Joel Greenblatt – Gotham Asset Management – 152,269 shares

Ken Griffin – Citadel Investment Group – 10,270 shares

Paul Tudor Jones – Tudor Investment Corp – 3,894 shares

John Hussman – Hussman Strategic Advisors – 4,000 shares

For more articles like this, check out our recent articles here.

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