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Stocks with operator skin


LearningMachine

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Has anyone found a website, list or an ETF that tracks stocks with high insider ownership, i.e. operator skin in the game.  Currently, I find myself building it manually for each stock, sometimes from the SEC.gov site, but would be good to have it readily available.

 

Ideally, I'd also like percentage of their net worth invested in the company.

 

I'm looking for a more complete list than the following and would also like the list to include founder/family ownership in the company even if founder/family is no longer directly running the company day-to-day.

 

Current S&P 500 chief executive officers who own the most valuable pieces of their companies

CEO, Company, Symbol, $ of company position (in $ billions)

Jeffrey Bezos, Amazon.com, AMZN), $67.1

Warren Buffett, Berkshire Hathaway, BRKA, $63.9*

Mark Zuckerberg, Facebook, FB, $53.4*

Lawrence Page, Alphabet, GOOGL, $33.7*

Stefano Pessina, Walgreens Boots Alliance, WBA, $11.0

Frederick Smith, FedEx, FDX, $3.3

Kevin Plank, Under Armour, UA, $2.6*

Marc Benioff, salesforce.com, CRM, $2.5*

Source: S&P Global Market Intelligence, https://www.usatoday.com/story/money/markets/2016/10/18/8-ceos-own-2377b-their-company-stock/92362962/

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INDT (formerly known as Griffin) as there is a long thread on it

LAACZ - the family owns 70% - Good as a bond substitue. lots of MLP complications.  But if you can buy it and not touch it and wait for a sale in 10, 20 years while collecting 4% distribution, it's not bad.  But that K-1 is a royal pain!!!

VNO and ALX - Steven Roth own a lot

DJCO - Munger

LVMH 

 

 

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Has anyone found a website, list or an ETF that tracks stocks with high insider ownership, i.e. operator skin in the game.  Currently, I find myself building it manually for each stock, sometimes from the SEC.gov site, but would be good to have it readily available.

 

Ideally, I'd also like percentage of their net worth invested in the company.

 

I'm looking for a more complete list than the following and would also like the list to include founder/family ownership in the company even if founder/family is no longer directly running the company day-to-day.

 

Current S&P 500 chief executive officers who own the most valuable pieces of their companies

CEO, Company, Symbol, $ of company position (in $ billions)

Jeffrey Bezos, Amazon.com, AMZN), $67.1

Warren Buffett, Berkshire Hathaway, BRKA, $63.9*

Mark Zuckerberg, Facebook, FB, $53.4*

Lawrence Page, Alphabet, GOOGL, $33.7*

Stefano Pessina, Walgreens Boots Alliance, WBA, $11.0

Frederick Smith, FedEx, FDX, $3.3

Kevin Plank, Under Armour, UA, $2.6*

Marc Benioff, salesforce.com, CRM, $2.5*

Source: S&P Global Market Intelligence, https://www.usatoday.com/story/money/markets/2016/10/18/8-ceos-own-2377b-their-company-stock/92362962/

 

You might find the following website useful: https://familybusinessindex.com/

 

There is a list at the bottom of the page with % ownership.

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IHC - great little company doing all sorts of value accretive things including the recent sale of a subsidiary for large gain and SIBs when the market cratered and dragged down the share price last year. The founder owns more than 50% through a holding company.

Reserve Petroleum - even smaller company with major stakes held by the founding family. Trades a bit higher than cash + investments (no debt) with a very good small energy business - mainly royalties that in good times will throw off significant cash (which is where the cash came from).

Cato - well-managed retailer where the CEO/founder owns about 40%. Lots of cash with no debt. Once things are normal, I would expect a return of the large dividend.

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