More than 30 years ago, Jim Simons (Trades, Portfolio) founded investment firm Renaissance Technologies. Today it is one of the most successful hedge funds in the world.
Simons is still the firm’s CEO, and his personal worth exceeds $15 billion. That prompted me to take a look at his five most-heavily weighted stocks.
Colgate-Palmolive Co.
Colgate-Palmolive Co. (CL, Financial), a New York City-based consumer products company known mostly for its soaps and oral hygiene products, is the most heavily weighted stock in Simons’ portfolio.
Simons owns 12,590,800 shares of Colgate-Palmolive valued at $823.56 million.
Colgate-Palmolive has a market cap of $60.38 billion and an enterprise value of $66.31 billion. It has a P/E of 26.9, a forward P/E of 22.1, a P/B of 134.2 and a P/S of 3.7. GuruFocus has given Colgate-Palmolive a Financial Strength rating of 8/10 and a Profitability and Growth rating of 7/10.
Simons is Colgate-Palmolive’s leading shareholder among the gurus. Jeremy Grantham (Trades, Portfolio), First Eagle Investment (Trades, Portfolio), Pioneer Investments (Trades, Portfolio), Donald Yacktman (Trades, Portfolio), Yacktman Fund (Trades, Portfolio), Chris Davis (Trades, Portfolio), Manning & Napier Advisors Inc., Joel Greenblatt (Trades, Portfolio), Ken Fisher (Trades, Portfolio), Mario Gabelli (Trades, Portfolio), Dodge & Cox, RS Investment Management (Trades, Portfolio), Bill Frels (Trades, Portfolio), Murray Stahl (Trades, Portfolio) and Ruane Cunniff (Trades, Portfolio) have shares of Colgate-Palmolive in their portfolios.
Colgate-Palmolive sold for $66.83 at the end of trading Wednesday.
Novo Nordisk A/S
Novo Nordisk A/S (NVO, Financial), a Danish pharmaceutical company, is the second-most heavily weighted stock in Simons’ portfolio.
Simons has 14,087,000 shares of Novo Nordisk in his portfolio with a value of $771.40 million.
Novo Nordisk has a market cap of $144.66 billion and an enterprise value of $143.53 billion. It has a P/E of 29.5, a forward P/E of 23.3, a P/B of 23.4 and a P/S of 9.5. GuruFocus has given Novo Nordisk a Financial Strength rating of 7/10 and a Profitability and Growth rating of 9/10.
Simons is Novo Nordisk’s leading shareholder among the gurus. Ken Fisher (Trades, Portfolio), Tom Gayner (Trades, Portfolio), Ruane Cunniff (Trades, Portfolio), Murray Stahl (Trades, Portfolio) and Mario Gabelli (Trades, Portfolio) have shares of Novo Nordisk in their portfolios.
Novo Nordisk sold for $54.41 per share late Wednesday.
Alaska Air Group Inc.
Alaska Air Group Inc. (ALK, Financial), a SeaTac, Wash.-based airline holding company, is the third-most heavily weighted stock in Simons’ portfolio. The company owns two airlines operating in the U.S., Alaska Airlines and Horizon Air.
Simons owns 6,045,200 shares of Alaska Air Group with a value of $389.49 million.
Alaska Air Group has a market cap of $9.57 billion and an enterprise value of $9.12 billion. It has a P/E of 13/8, a forward P/E of 11.6, a P/B of 4.4 and a P/S of 1.8. GuruFocus has given Alaska Air Group a Financial Strength rating of 8/10 and a Profitability and Growth rating of 8/10.
PRIMECAP Management (Trades, Portfolio), Diamond Hill Capital (Trades, Portfolio), George Soros (Trades, Portfolio), Robert Olstein (Trades, Portfolio), Steven Cohen (Trades, Portfolio), Paul Tudor Jones (Trades, Portfolio), Lee Ainslie (Trades, Portfolio) and David Dreman (Trades, Portfolio) have shares of Alaska Air Group in their portfolios.
Alaska Air Group sold for $74.73 at the end of the trading session Wednesday.
Domino's Pizza Inc.
Domino's Pizza Inc. (DPZ, Financial), an Ann Arbor, Mich.-based restaurant chain, is the fourth-most heavily weighted stock in Simons’ portfolio.
Simons owns 3,336,184 shares with a value of $378.32 million.
Domino’s Pizza has a market cap of $5.65 billion and an enterprise value of $7.15 billion. It has a P/E of 32.9, a forward P/E of 28.3 and a P/S of 2.8. GuruFocus has given Domino’s Pizza a Financial Strength rating of 8/10 and a Profitability and Growth rating of 9/10.
Simons is Domino’s Pizza’s leading shareholder among the gurus. Ken Fisher (Trades, Portfolio), Columbia Wanger (Trades, Portfolio), Steven Cohen (Trades, Portfolio), RS Investment Management (Trades, Portfolio) and Lee Ainslie (Trades, Portfolio) have shares of Domino’s Pizza in their portfolios.
Domino’s Pizza sold for $103.46 per share when the closing bell sounded Wednesday.
Linear Technology Corp.
Linear Technology Corp. (LLTC, Financial), a Milpitas, Calif.-based electronics company, is the fifth-most heavily weighted stock in Simons’ portfolio.
Simons owns 8,094,500 shares of Linear Technology worth $358.02 million.
Linear Technology has a market cap of $10.41 billion and an enterprise value of $9.2 billion. It has a P/E of 20.4, a forward P/E of 21.3, a P/B of 6.6 and a P/S of 7.2. GuruFocus has given Linear Technology a Financial Strength rating of 9/10 and a Profitability and Growth rating of 7/10.
First Eagle Investment (Trades, Portfolio), Diamond Hill Capital (Trades, Portfolio), Joel Greenblatt (Trades, Portfolio), Jeremy Grantham (Trades, Portfolio), Pioneer Investments (Trades, Portfolio), Meridian Funds (Trades, Portfolio), Ruane Cunniff (Trades, Portfolio), Ray Dalio (Trades, Portfolio) and John Keeley (Trades, Portfolio) have shares of Linear Technology in their portfolios.
Linear Technology sold for $43.4 per share when trading concluded Wednesday.
To view the portfolios of more gurus, visit the List of Gurus page. Not a premium member of GuruFocus? Try it free for 7 days.
