← Top Holdings

FNFABRINET

CUSIP: G3323L100

1

Guru Owners

$27.4M

Total Value Held

60,117

Total Shares

$27.4M
0.89%

📊 Fundamentals

Market Cap$25.7B
P/E Ratio68.9x
Above market avg
Forward P/E43.0x
EPS (TTM)$10.43
Revenue (TTM)$3.9B
Profit Margin9.69%
Beta1.03

52-Week Range

$174.06
$731.78

Current: $718.55

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 68.9x trailing earnings → 43.0x forward · 9.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$14.4M$28.9M$43.3M$57.7MQ1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $27.4M
INCREASEDFPA Queens Road$27.4M
Q3 '251 owners · $57.7M
Q2 '252 owners · $48.0M
REDUCEDFPA Queens Road$46.8M
INCREASEDPolen Capital$1.2M
Q1 '252 owners · $34.5M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates 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
19%analyst est. 19.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -0.6%
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

🏛️ Congressional Trades

FN: Held by 1 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