← Top Holdings

ACIALBERTSONS COS INC

CUSIP: 013091103

3

Guru Owners

$198.9M

Total Value Held

11.7M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Longleaf Partners	Southeastern Asset Management	7419801	$126.4M	6.22%	$17.04	Q1 2026
Harry Burn	Sound Shore Management	4134360	$70.4M	2.36%	$17.04	Q1 2026
Ray Dalio	Bridgewater Associates	116663	$2.0M	0.01%	$17.04	Q1 2026

Longleaf Partners

$126.4M

6.22%

$70.4M

2.36%

$2.0M

0.01%

📊 Fundamentals

Market Cap$6.9B

P/E Ratio35.4x

Above market avg

Forward P/E5.8x

P/FCF4.5x

EPS (TTM)$0.40

Revenue (TTM)$83.2B

Profit Margin0.26%

Div Yield4.81%

Beta0.25

52-Week Range

$13.16

$22.78

Current: $14.14

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 35.4x trailing earnings → 5.8x forward · 0.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '263 owners · $198.9M

INCREASEDLongleaf Partners$126.4M

REDUCEDHarry Burn$70.4M

REDUCEDRay Dalio$2.0M

Q4 '253 owners · $190.7M

INCREASEDLongleaf Partners$105.9M

REDUCEDHarry Burn$77.8M

INCREASEDRay Dalio$6.9M

Q3 '253 owners · $176.7M

INCREASEDLongleaf Partners$86.6M

INCREASEDHarry Burn$85.8M

INCREASEDRay Dalio$4.3M

SOLDLee Ainslie

Q2 '254 owners · $145.6M

REDUCEDLongleaf Partners$74.5M

NEWHarry Burn$65.5M

REDUCEDRay Dalio$4.3M

NEWLee Ainslie$1.4M

Q1 '252 owners · $112.6M

REDUCEDLongleaf Partners$111.4M

REDUCEDRay Dalio$1.2M

Q4 '242 owners · $114.8M

INCREASEDLongleaf Partners$113.3M

INCREASEDRay Dalio$1.5M

SOLDLee Ainslie

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

1%analyst est. 1.3%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

1.8%current: 1.8%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

ACI: Held by 3 superinvestors · 4 congress member trades

SELLJulia LetlowR

$1,001 - $15,0002025-08-26

SELLLisa McClainR

$1,001 - $15,0002025-07-22

BUYLisa McClainR

$1,001 - $15,0002025-07-16

BUYJulia LetlowR

$1,001 - $15,0002025-01-24