Michael Dell's Most Heavily Weighted Stocks

Guru @MichaelDell ( Trades , Portfolio ) of #MSDCapital only has seven companies in his portfolio, so identifying his most heavily weighted stocks isn't difficult. The hard part is deciding where to draw the line.
In the case of Dell's portfolio, it seems prudent to draw the line below the stocks with double-digit weightings. That leaves four of the holdings in his portfolios - #AsburyAutomotiveGroup Inc. ( NYSE:ABG ), #EsterlineTechnologies ( ESL ), #DineEquity Inc. ( DIN ) and PVH Corp. ( PVH ) - as his most heavily weighted.
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Asbury Automotive Group Inc.
Asbury Automotive Group, an Atlanta-based operator of automobile dealerships across the U.S., is Dell's most heavily weighted stock. Dell owns 2,225,596 shares valued at $201.68 million with a weighting of 24.89%.
Asbury Automotive Group has a market cap of $2.03 billion and an enterprise value of $3.63 billion. It has a P/E of 15.5, a forward P/E of 13.4, a P/B of 6.8 and a P/S of 0.4. GuruFocus has given Asbury Automotive Group a Financial Strength rating of 5/10 and a Profitability and Growth rating of 7/10.
Dell is Asbury Automotive Group's leading shareholder among the gurus. Other gurus who have shares of Asbury Automotive Group in their portfolios are Larry Robbins (Trades, Portfolio), Joel Greenblatt (Trades, Portfolio) and Ronald Muhlenkamp (Trades, Portfolio).

http://m.nasdaq.com/article/michael-dells-most-heavily-weighted-stocks-cm540126