← Top Holdings

AVAHAVEANNA HEALTHCARE HLDGS INC

CUSIP: 05356F105

1

Guru Owners

$4.9M

Total Value Held

766,667

Total Shares

📊 Fundamentals

Market Cap$2.1B
P/E Ratio7.8x
Below market avg
Forward P/E12.2x
P/FCF24.9x
EPS (TTM)$1.21
Revenue (TTM)$2.5B
Profit Margin10.37%
Beta1.89

52-Week Range

$3.73
$10.32

Current: $9.45

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 7.8x trailing earnings → 12.2x forward · 10.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.8M$3.5M$5.3M$7.0MQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $4.9M
REDUCEDFirst Eagle$4.9M
Q4 '251 owners · $6.4M
REDUCEDFirst Eagle$6.4M
Q3 '251 owners · $7.0M
REDUCEDFirst Eagle$7.0M
Q2 '251 owners · $4.2M
INCREASEDFirst Eagle$4.2M
Q1 '251 owners · $3.9M
INCREASEDFirst Eagle$3.9M
Q4 '241 owners · $2.0M

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
6%analyst est. 6.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
3.3%current: 3.3%
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