In this article, we will list the 5 Best Stocks to Buy According to Billionaire Barry Rosenstein. Please visit 8 Best Stocks to Buy According to Billionaire Barry Rosenstein if you would like to see the extended list and the methodology behind it.
5. Markel Group Inc (NYSE:MKL)
Jana Partners’ Investment Stake: $144.1 Million
Number of Hedge Fund Holders: 53
Markel Group Inc (NYSE:MKL) is one of the best stocks to buy according to Billionaire Barry Rosenstein. More than 50 hedge funds are backing this stock.
Markel Group Inc (NYSE:MKL) has recently moved to bolster its insurance teams. On June 15, the company announced the appointment of two executives to its Canadian construction unit. It appointed Alisha Everett as the assistant vice president and Nicholas Doy as the manager of the unit, which is known as Contractors, Trades and Construction Services.
The company said these executives bring experience and insights that will help strengthen its underwriting capabilities and accelerate its profitable growth. It said Everett will work on market engagement and risk appetite. Doy will support brokerage engagement, portfolio development, and underwriting performance.
Meanwhile, Markel on May 21 appointed Danny O’Donoghue to head its fine art unit in London. It said O’Donoghue will lead the expansion of the fine art portfolio. While announcing O’Donoghue’s appointment, Markel said that galleries, private collectors, and jewelers are facing new risks as asset values rise and high-profile thefts increase.
These appointments come as Markel seeks to improve its core insurance business and repurchase 10% of its shares in under five years.
Markel Group Inc (NYSE:MKL) is a conglomerate whose operations span insurance, stock investment, and a portfolio of wholly-owned companies. Some fondly call it the mini Berkshire Hathaway. The company was founded in 1930 and is based in Virginia.
4. Lamb Weston Holdings Inc (NYSE:LW)
Jana Partners’ Investment Stake: $211.7 Million
Number of Hedge Fund Holders: 43
Lamb Weston Holdings Inc (NYSE:LW) is one of the best stocks to buy according to Billionaire Barry Rosenstein.
On June 12, Jefferies reiterated a Buy rating on Lamb Weston Holdings Inc (NYSE:LW) with a $55 price target on the shares. The target is based on roughly 10 times the company’s 24-month forward EBITDA.
While the brokerage noted that restaurant foot traffic in the US weakened in May, it still expects Lamb Weston to post solid growth in North American volume in the fiscal Q4 2026. Jefferies expects customer wins, customer retention, and an extra week of sales to support the volume growth.
In Europe, where it has faced some market challenges, Lamb Weston is restructuring to improve operational efficiency. As part of this effort, the company has announced plans to close its production facility in the Netherlands in order to align manufacturing with market conditions.
The company is implementing what it calls the “Focus to Win” strategy, and it is the basis of the facility closure. This strategy is about strengthening customer partnerships, prioritizing markets and channels, and driving operational excellence.
Idaho-based Lamb Weston Holdings Inc (NYSE:LW) is a global supplier of frozen potato products. Its product range includes straight cuts, waffle fries, and crinkle-cut fries. The company supplies restaurants, fast-food chains, and retail grocery stores around the world.
3. Fiserv Inc (NASDAQ:FISV)
Jana Partners’ Investment Stake: $247.5 Million
Number of Hedge Fund Holders: 61
Fiserv Inc (NASDAQ:FISV) is one of the best stocks to buy according to Billionaire Barry Rosenstein. Barry Rosenstein’s Jana Partners almost doubled its stake in Fiserv during Q1 2026, and this stock now makes up 15.4% of its portfolio.
On June 16, Fiserv Inc (NASDAQ:FISV) filed to issue €1 billion of senior notes in two tranches of €500 million each. One tranche has notes due 2030, and the other has notes due 2034. It targets European institutional and professional investors with these notes.
S&P Global Ratings has assigned a ‘BBB’ issue-level rating to Fiserv’s euro-denominated notes. The rating agency said it expected Fiserv to use proceeds from the euro notes issuance to fund a debt restructuring.
Indeed, the company has simultaneously launched a tender offer to repurchase certain existing dollar-denominated notes with higher interest. It targets two notes for repurchase. These include 2027 senior notes that carry 5.150% interest and have an outstanding balance of $750 million. Then there are 2049 notes with 4.400% and an outstanding balance of $2 billion.
In addition to debt restructuring, Fiserv is also leaning on AI to transform its operations with the goal of boosting productivity and cutting costs to improve margins. This transformation initiative is dubbed Project Elevate, and it is expected to save the company $500 million in costs and boost its margin by more than 200 basis points by 2029.
Fiserv Inc (NASDAQ:FISV) is an American global financial technology and payments company. It provides the technology platform that powers transactions for banks and businesses. It supports digital, card, and check transaction processing. The company also provides point-of-sale systems.
2. Cooper Companies Inc (NASDAQ:COO)
Jana Partners’ Investment Stake: $254.9 Million
Number of Hedge Fund Holders: 49
Cooper Companies Inc (NASDAQ:COO) is one of the best stocks to buy according to Billionaire Barry Rosenstein. This stock is backed by 49 hedge funds, and analysts see the stock rising at least 17% from its current price in the next 12 months.
On June 12, Stifel reiterated a Buy rating on Cooper Companies Inc (NASDAQ:COO) stock with a price target of $85 on the shares. The brokerage made this call after Cooper reported advancing discussions to sell its surgical business unit known as CooperSurgical. The company said multiple parties are interested in buying the business. The company also settled all legal issues that had plagued the business unit.
Stifel remarked that the settlement is a signal that the management is advancing the unit sale talks to the next level. Selling CooperSurgical would leave Cooper focused on the contact lens business under its CooperVision unit.
After CooperSurgical is divested and Cooper transforms into a contact lens company, Stifel estimates that Cooper stock could be worth $80 a share. This indicates a roughly 21% upside to the current share price. Cooper CEO Albert White has said that the vast majority of the proceeds from the sale of the surgical business would be used to fund share repurchases.
Cooper Companies Inc (NASDAQ:COO) is a medical devices company. It operates two main business divisions: CooperVision and CooperSurgical. The CooperVision unit makes contact lenses to correct vision challenges. The CooperSurgical division is focused on women’s health and provides genetic testing and fertility products.
1. Mercury Systems Inc (NASDAQ:MRCY)
Jana Partners’ Investment Stake: $299.5 Million
Number of Hedge Fund Holders: 32
Mercury Systems Inc (NASDAQ:MRCY) is one of the best stocks to buy according to Billionaire Barry Rosenstein. The stock has surged more than 120% over the past year, and some 32 hedge funds are backing it. Mercury Systems accounts for roughly 19% of the billionaire’s portfolio.
On June 2, Jefferies raised its price target on Mercury Systems Inc (NASDAQ:MRCY) shares to $105 from $95 while keeping a Hold rating on the stock. The brokerage raised the target after meeting the company’s executive team, including CEO Bill Ballhaus.
Jefferies noted that Mercury’s low-margin backlog is diminishing quickly, and may be out of the base by fiscal 2027. The company exited the March quarter with a backlog of $1.6 billion, which it said increased almost 18% from the prior year. The company expects to recognize $891 million of the backlog as revenue in the next 12 months.
In addition to improving backlog quality, the brokerage noted that Mercury is positioned to benefit from increasing budgets and Golden Dome opportunities. On May 28, Mercury announced that it secured an order from Blue Raven to supply 1,000 units of certain server products. Blue Raven, the client, is a leading distributor in the defense industry.
Mercury Systems Inc (NASDAQ:MRCY) makes components, modules, and subsystems used in defense, aerospace, and space industries. Its technology helps in areas like secure signal and data processing.
While we acknowledge the potential of MRCY to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MRCY and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 10 Most Promising Healthcare Stocks According to Wall Street Analysts and 15 High-Growth Large-Cap Stocks to Invest In Now.
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