← Top Holdings

ACMRACM RESH INC

CUSIP: 00108J109

2

Guru Owners

$35.5M

Total Value Held

902,792

Total Shares

$30.8M
1.52%
$4.7M
0.00%

📊 Fundamentals

Market Cap$6.5B
P/E Ratio72.3x
Above market avg
Forward P/E42.0x
EPS (TTM)$1.31
Revenue (TTM)$960.2M
Profit Margin9.48%
Beta1.90

52-Week Range

$23.03
$127.19

Current: $94.66

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 72.3x trailing earnings → 42.0x forward · 9.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$17.7M$35.4M$53.0M$70.7MQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $35.5M
INCREASEDLongleaf Partners$30.8M
INCREASEDDodge & Cox$4.7M
Q4 '252 owners · $70.7M
INCREASEDLongleaf Partners$66.3M
REDUCEDDodge & Cox$4.4M
Q3 '252 owners · $62.9M
INCREASEDLongleaf Partners$58.1M
REDUCEDDodge & Cox$4.8M
Q2 '252 owners · $32.8M
NEWLongleaf Partners$30.7M
INCREASEDDodge & Cox$2.1M
Q1 '251 owners · $1.5M
INCREASEDDodge & Cox$1.5M
Q4 '241 owners · $809K
INCREASEDDodge & Cox$809K

💰 DCF Calculator

DCF model · 10-yr forecast

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

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
26%analyst est. 25.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -14.8%
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