FNV (FRANCO NEV CORP) is held by 2 tracked superinvestors with an aggregate position value of $177M based on the most recent SEC 13F filings. Top institutional holders include: Tom Gayner, Steven Romick.

How much FNV do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $177M in FNV positions worth 715,111 shares.

What is the largest holder of FNV?

The largest tracked holder of FNV is Tom Gayner (Markel Group) with 708,500 shares worth $175M, representing 1.47% of their portfolio.

← Top Holdings

FNVFRANCO NEV CORP

CUSIP: 351858105

Guru Owners

$176.7M

Total Value Held

715,111

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Tom Gayner	Markel Group	708500	$175.0M	1.47%	$247.05	Q1 2026
Steven Romick	First Pacific Advisors	6611	$1.6M	0.02%	$247.05	Q1 2026

Tom Gayner

$175.0M

1.47%

Steven Romick

$1.6M

0.02%

📊 Fundamentals

Market Cap$40.4B

P/E Ratio29.5x

Above market avg

Forward P/E21.9x

EPS (TTM)$7.11

Revenue (TTM)$2.1B

Profit Margin65.67%

Div Yield0.84%

Beta0.90

52-Week Range

$152.89

$285.67

Current: $209.60

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 29.5x trailing earnings → 21.9x forward · 65.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $176.7M

INCREASEDTom Gayner$175.0M

NEWSteven Romick$1.6M

Q4 '251 owners · $141.7M

INCREASEDTom Gayner$141.7M

SOLDPrem Watsa

Q3 '252 owners · $138.7M

INCREASEDTom Gayner$135.0M

Q2 '252 owners · $96.1M

INCREASEDTom Gayner$93.4M

Q1 '252 owners · $85.4M

INCREASEDTom Gayner$82.8M

Q4 '242 owners · $58.8M

INCREASEDTom Gayner$56.8M

💰 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

15%analyst est. 15.2%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -39.7%

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

FNV: Held by 2 superinvestors · 1 congress member trade

BUYGil CisnerosD

$15,001 - $50,0002026-01-27