← Top Holdings

AMWDAMERICAN WOODMARK CORP

CUSIP: 030506109

2

Guru Owners

$68.4M

Total Value Held

1.7M

Total Shares

$65.5M
0.21%
$3.0M
0.01%

📊 Fundamentals

Market Cap$700.7M
P/E Ratio41.5x
Above market avg
Forward P/E25.7x
P/FCF15.1x
EPS (TTM)$1.16
Revenue (TTM)$1.5B
Profit Margin1.15%
Beta1.34

52-Week Range

$33.29
$72.16

Current: $48.09

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 41.5x trailing earnings → 25.7x forward · 1.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$19.6M$39.1M$58.7M$78.3MQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $68.4M
INCREASEDRichard Pzena$65.5M
INCREASEDRay Dalio$3.0M
Q4 '252 owners · $64.9M
REDUCEDRichard Pzena$62.0M
INCREASEDRay Dalio$2.9M
Q3 '252 owners · $78.3M
INCREASEDRichard Pzena$77.0M
NEWRay Dalio$1.3M
Q2 '251 owners · $61.3M
REDUCEDRichard Pzena$61.3M
Q1 '251 owners · $49.5M

No changes

💰 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
0%hist. -7.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
3.0%current: 3.0%
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