DCI (DONALDSON INC) is held by 2 tracked superinvestors with an aggregate position value of $44M based on the most recent SEC 13F filings. Top institutional holders include: Mairs & Power, Jensen Investment Management.

How much DCI do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $44M in DCI positions worth 522,604 shares.

What is the largest holder of DCI?

The largest tracked holder of DCI is Mairs & Power (Mairs & Power) with 499,374 shares worth $42M, representing 0.43% of their portfolio.

← Top Holdings

DCIDONALDSON INC

CUSIP: 257651109

Guru Owners

$44.4M

Total Value Held

522,604

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Mairs & Power	Mairs & Power	499374	$42.4M	0.43%	$84.87	Q1 2026
Jensen Investment Management	Jensen Investment Management	23230	$2.0M	0.04%	$84.87	Q1 2026

Mairs & Power

$42.4M

0.43%

Jensen Investment Management

$2.0M

0.04%

📊 Fundamentals

Market Cap$10.2B

P/E Ratio23.8x

Near market avg

Forward P/E20.1x

P/FCF33.9x

EPS (TTM)$3.71

Revenue (TTM)$3.8B

Profit Margin11.53%

Div Yield1.36%

Beta0.94

52-Week Range

$69.03

$112.84

Current: $88.31

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 23.8x trailing earnings → 20.1x forward · 11.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $44.4M

REDUCEDMairs & Power$42.4M

REDUCEDJensen Investment Management$2.0M

SOLDRay Dalio

Q4 '253 owners · $53.8M

REDUCEDMairs & Power$49.7M

REDUCEDJensen Investment Management$3.6M

INCREASEDRay Dalio$581K

Q3 '253 owners · $57.8M

NEWMairs & Power$49.6M

REDUCEDJensen Investment Management$5.2M

NEWRay Dalio$3.1M

Q2 '251 owners · $4.6M

SOLDMairs & Power

Q1 '252 owners · $79.6M

REDUCEDMairs & Power$75.1M

NEWJensen Investment Management$4.5M

Q4 '241 owners · $88.2M

REDUCEDMairs & Power$88.2M

SOLDRay Dalio

💰 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

7%analyst est. 7.4%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

7.9%current: 7.9%

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

DCI: Held by 2 superinvestors · 2 congress member trades

SELLMichael McCaulR

$1,001 - $15,0002025-08-21

BUYMichael McCaulR

$15,001 - $50,0002025-01-23