ENOVENOVIS CORPORATION

CUSIP: 194014502

Guru Owners

$61.9M

Total Value Held

2.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Pat Dorsey	Dorsey Asset Management	2279200	$60.7M	5.28%	$26.64	Q4 2025
Longleaf Partners	Southeastern Asset Management	44258	$1.2M	0.05%	$26.64	Q4 2025

Pat Dorsey

$60.7M

5.28%

Longleaf Partners

$1.2M

0.05%

📊 Fundamentals

Market Cap$1.5B

Forward P/E6.5x

P/FCF14.4x

EPS (TTM)$-20.72

Revenue (TTM)$2.2B

Profit Margin-52.69%

Beta1.59

52-Week Range

$21.00

$37.85

Current: $26.11

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $61.9M

REDUCEDPat Dorsey$60.7M

REDUCEDLongleaf Partners$1.2M

Q3 '252 owners · $74.4M

REDUCEDPat Dorsey$72.8M

INCREASEDLongleaf Partners$1.7M

Q2 '252 owners · $81.2M

NEWPat Dorsey$80.1M

Q1 '251 owners · $1.4M

SOLDRay Dalio

Q4 '242 owners · $1.9M

INCREASEDLongleaf Partners$1.6M

INCREASEDRay Dalio$260K

Q3 '242 owners · $1.7M

REDUCEDRay Dalio$757K

💰 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

5%analyst est. 5.4%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

4.6%current: 4.6%

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