← Top Holdings

AMTAMERICAN TOWER CORP NEW

CUSIP: 03027X100

6

Guru Owners

$398.0M

Total Value Held

2.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
William Von Mueffling	Cantillon Capital Management	1830525	$321.4M	1.74%	$175.57	Q4 2025
Chuck Akre	Akre Capital Management	255267	$44.8M	0.49%	$175.57	Q4 2025
Ray Dalio	Bridgewater Associates	86281	$15.1M	0.06%	$175.57	Q4 2025
Christopher Davis	Davis Selected Advisers	63970	$11.2M	0.05%	$175.57	Q4 2025
FPA Queens Road	Bragg Financial Advisors	28950	$5.1M	0.17%	$175.57	Q4 2025
Mairs & Power	Mairs & Power	2020	$355K	0.00%	$175.57	Q4 2025

William Von Mueffling

$321.4M

1.74%

$44.8M

0.49%

$15.1M

0.06%

Christopher Davis

$11.2M

0.05%

FPA Queens Road

$5.1M

0.17%

$355K

0.00%

📊 Fundamentals

Market Cap$82.6B

P/E Ratio32.8x

Above market avg

Forward P/E25.5x

P/FCF18.3x

EPS (TTM)$5.40

Revenue (TTM)$10.6B

Profit Margin23.76%

Div Yield3.79%

Beta0.93

52-Week Range

$165.08

$234.33

Current: $177.22

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 32.8x trailing earnings → 25.5x forward · 23.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '256 owners · $398.0M

INCREASEDWilliam Von Mueffling$321.4M

REDUCEDChuck Akre$44.8M

INCREASEDRay Dalio$15.1M

REDUCEDChristopher Davis$11.2M

INCREASEDFPA Queens Road$5.1M

REDUCEDMairs & Power$355K

Q3 '256 owners · $458.8M

REDUCEDWilliam Von Mueffling$349.2M

REDUCEDChuck Akre$85.2M

REDUCEDChristopher Davis$12.6M

REDUCEDRay Dalio$5.7M

INCREASEDFPA Queens Road$5.5M

NEWMairs & Power$583K

SOLDAndreas Halvorsen

Q2 '256 owners · $1.25B

REDUCEDAndreas Halvorsen$618.2M

REDUCEDWilliam Von Mueffling$405.8M

INCREASEDChuck Akre$202.3M

INCREASEDChristopher Davis$20.3M

INCREASEDFPA Queens Road$6.2M

INCREASEDRay Dalio$766K

Q1 '256 owners · $1.18B

REDUCEDChuck Akre$563.4M

NEWWilliam Von Mueffling$411.1M

REDUCEDAndreas Halvorsen$182.5M

REDUCEDChristopher Davis$19.4M

NEWFPA Queens Road$5.7M

INCREASEDRay Dalio$692K

Q4 '244 owners · $1.19B

REDUCEDChuck Akre$1.01B

NEWAndreas Halvorsen$164.6M

INCREASEDChristopher Davis$16.4M

NEWRay Dalio$354K

Q3 '243 owners · $1.44B

REDUCEDChuck Akre$1.41B

REDUCEDChristopher Davis$17.7M

💰 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

4%analyst est. 3.6%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

42.4%current: 42.4%

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

AMT: Held by 6 superinvestors · 23 congress member trades

$1,001 - $15,0002025-11-19

$1,001 - $15,0002025-11-10

$1,001 - $15,0002025-11-03

$1,001 - $15,0002025-10-07

$1,001 - $15,0002025-08-01

SELLRitchie TorresD

$1,001 - $15,0002025-07-11

$1,001 - $15,0002025-07-02

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

$1,001 - $15,0002025-04-09

BUYRob BresnahanR

$1,001 - $15,0002025-04-08

$1,001 - $15,0002025-04-04

SELLDwight EvansD

$1,001 - $15,0002025-04-03

$1,001 - $15,0002025-03-12

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-02-19

$1,001 - $15,0002025-01-22

$1,001 - $15,0002025-01-17

SELLJulie JohnsonD

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

$1,001 - $15,0002024-11-18

$1,001 - $15,0002024-11-15

AMT Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker