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Dear Fellow Investor,
When billionaire investors make big moves, smart money pays attention. That’s why 13F filings—quarterly disclosures submitted by institutional investment managers with over $100 million in assets—are one of the best ways to track where the heavy hitters are placing their bets.
While they don’t reveal real-time trades, these filings offer a peek behind the curtain into how the world’s most successful investors are positioning themselves. And one of the most eye-catching recent filings came from Stanley Druckenmiller’s Duquesne Family Office.
In the most recent round of 13F disclosures, Druckenmiller significantly boosted his holdings in two very different companies—Teva Pharmaceuticals (SYM: TEVA) and MercadoLibre (SYM: MELI)—but it was the Teva buy that truly raised eyebrows.
Stanley Druckenmiller is no stranger to bold, contrarian bets. His legendary track record includes managing George Soros’ Quantum Fund and correctly shorting the British pound in the 1990s. So when he picks up over 7.5 million shares of a controversial generic drug company, investors take notice.
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Company: Teva Pharmaceuticals (SYM: TEVA)
At the end of 2024, Druckenmiller's firm disclosed ownership of 7,569,450 shares of TEVA, increasing its position by a staggering 530%. This move instantly made Teva the fourth-largest holding in Duquesne’s portfolio.
Why the sudden interest in a company that was, until recently, written off by much of Wall Street?
Let’s break it down.
Teva Pharmaceuticals was once a darling of the healthcare sector. Known for its dominant position in the generic drug space, the company also had a blockbuster branded drug—Copaxone, used for multiple sclerosis—that brought in billions in annual sales.
But the last decade hasn’t been kind to Teva. Between July 2015 and early 2025, the stock plunged from $65.81 to under $8. That’s a drop of nearly 90%, caused by a perfect storm of headwinds:
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Loss of Copaxone exclusivity: With patents expiring, generics flooded the market and revenue evaporated.
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Opioid litigation: Teva was heavily implicated in the U.S. opioid crisis, facing thousands of lawsuits that weighed on its reputation and finances.
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Debt overload: A major acquisition spree, including the ill-timed purchase of Allergan’s generics unit, saddled the company with substantial debt.
Investors fled in droves, and analysts wrote Teva off as a “zombie stock.” But sometimes, the darkest nights are just before the dawn.
Fast forward to 2025, and Teva is starting to show signs of life again—and Druckenmiller clearly sees opportunity.
Here’s why the outlook is improving:
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Opioid litigation largely behind it: Teva reached a massive $4.25 billion settlement with 48 states in 2022. The settlement is to be paid over 13 years, easing the cash flow burden and giving the company a chance to focus on growth.
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Debt under control: Teva has been aggressively paying down its debt, freeing up capital for reinvestment and bolstering its balance sheet.
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Stable leadership: CEO Richard Francis, who took the helm in 2023, has focused on restructuring, operational efficiency, and innovation—bringing new life to the company’s pipeline.
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Attractive valuation: TEVA trades at just 5.24x earnings, with a PEG ratio of 0.82—a sign that it's potentially undervalued relative to its growth outlook.
For a patient investor, the risk-reward setup here is compelling. TEVA doesn’t need to return to $60 to be a huge winner—just a partial recovery could yield triple-digit gains from current levels.
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Company: MercadoLibre (SYM: MELI)
While Teva represents a beaten-down value play, Druckenmiller is also leaning into growth—adding 5,620 more shares of MercadoLibre, Latin America’s e-commerce and fintech giant.
MercadoLibre, often referred to as the “Amazon of Latin America,” is a dominant player in online retail, digital payments (via Mercado Pago), and logistics infrastructure across countries like Brazil, Argentina, and Mexico.
Why the continued confidence in MELI?
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Market dominance: MELI controls nearly 28% of Latin American e-commerce, with projections showing that figure rising to 30% by 2026, according to eMarketer.
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Growth runway: Internet and smartphone penetration are still climbing in the region, creating tailwinds for MELI’s business model.
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Analyst love: Benchmark recently initiated coverage with a buy rating and a price target of $2,500 per share, citing MELI’s “multiyear growth story in e-commerce” and its leadership position in a fast-growing region.
MercadoLibre offers Druckenmiller exposure to macro themes like emerging market digitization, fintech disruption, and demographic expansion—all while riding the wave of long-term structural growth.
Do you have your eye on any other stocks you've recently heard about billionaires buying? What sectors of the market do you think are particularly interesting right now? Hit "reply" to this email and let us know your thoughts!
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