← Top Holdings
FNFABRINET
CUSIP: G3323L100
4
Guru Owners
$148.0M
Total Value Held
283,805
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Durable Capital Partners | 216472 | $112.9M | 1.16% | $521.52 | Q1 2026 | |
| Bragg Financial Advisors | 58332 | $30.4M | 0.96% | $521.52 | Q1 2026 | |
| Torray LLC | 7071 | $3.7M | 0.54% | $521.52 | Q1 2026 | |
| Polen Capital Management | 1930 | $1.0M | 0.01% | $521.52 | Q1 2026 |
📊 Fundamentals
Market Cap$16.8B
P/E Ratio40.3x
Above market avg
Forward P/E27.1x
EPS (TTM)$11.62
Revenue (TTM)$4.2B
Profit Margin9.94%
Beta1.20
52-Week Range
$272.49
$748.89
Current: $468.48
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 40.3x trailing earnings → 27.1x forward · 9.9% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '264 owners · $148.0M
Q4 '252 owners · $30.5M
Q3 '252 owners · $60.2M
Q2 '252 owners · $48.0M
Q1 '252 owners · $34.5M
Q4 '241 owners · $32.9M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
23%analyst est. 23.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -1.9%
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
FN: Held by 4 superinvestors · 5 congress member trades
$1,001 - $15,0002025-10-31
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-10-30
$1,001 - $15,0002024-01-04
$1,001 - $15,0002023-12-22