← Top Holdings

GEHCGE HealthCare Technologies, Inc.

CUSIP: 36266G107

🔥 Bought by 3 superinvestors this quarter

6

Guru Owners

$3.95B

Total Value Held

48.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	31211229	$2.56B	1.38%	$82.02	Q4 2025
Bill Nygren	Harris Associates	15854646	$1.30B	1.64%	$82.02	Q4 2025
Harry Burn	Sound Shore Management	1017888	$83.5M	2.66%	$82.02	Q4 2025
Ray Dalio	Bridgewater Associates	14482	$1.2M	0.00%	$82.02	Q4 2025
Christopher Bloomstran	Semper Augustus Investments	4581	$376K	0.04%	$82.02	Q4 2025
Nelson Peltz	Trian Fund Management	4044	$332K	0.01%	$82.02	Q4 2025

$2.56B

1.38%

$1.30B

1.64%

$83.5M

2.66%

$1.2M

0.00%

Christopher Bloomstran

$376K

0.04%

$332K

0.01%

📊 Fundamentals

Market Cap$33.8B

P/E Ratio16.3x

Near market avg

Forward P/E13.3x

P/FCF20.1x

EPS (TTM)$4.55

Revenue (TTM)$20.6B

Profit Margin10.10%

Div Yield0.19%

Beta1.18

52-Week Range

$57.65

$89.77

Current: $74.27

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 16.3x trailing earnings → 13.3x forward · 10.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '256 owners · $3.95B

INCREASEDDodge & Cox$2.56B

INCREASEDBill Nygren$1.30B

REDUCEDHarry Burn$83.5M

REDUCEDRay Dalio$1.2M

INCREASEDNelson Peltz$332K

Q3 '256 owners · $2.97B

INCREASEDDodge & Cox$2.07B

REDUCEDBill Nygren$827.7M

INCREASEDHarry Burn$73.7M

INCREASEDRay Dalio$1.1M

Q2 '256 owners · $2.53B

INCREASEDDodge & Cox$1.75B

INCREASEDBill Nygren$716.4M

INCREASEDHarry Burn$63.4M

INCREASEDRay Dalio$1.1M

Q1 '256 owners · $1.87B

REDUCEDDodge & Cox$1.34B

NEWBill Nygren$454.7M

INCREASEDHarry Burn$63.1M

REDUCEDRay Dalio$10.3M

SOLDJohn Armitage

Q4 '246 owners · $1.72B

INCREASEDDodge & Cox$1.30B

REDUCEDJohn Armitage$357.5M

INCREASEDHarry Burn$60.6M

REDUCEDRay Dalio$2.5M

Q3 '246 owners · $2.17B

REDUCEDDodge & Cox$1.56B

REDUCEDJohn Armitage$533.1M

REDUCEDHarry Burn$71.0M

INCREASEDRay Dalio$5.3M

INCREASEDNelson Peltz$378K

SOLDLongleaf Partners

💰 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. 4.6%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

8.2%current: 8.2%

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

GEHC: Held by 6 superinvestors · 13 congress member trades

BUYRob BresnahanR

$1,001 - $15,0002025-05-15

$1,001 - $15,0002025-04-23

$1,001 - $15,0002025-04-15

$1,001 - $15,0002025-04-09

SELLRob BresnahanR

$1,001 - $15,0002025-04-08

SELLAustin ScottR

$1,001 - $15,0002025-03-27

$1,001 - $15,0002025-03-12

$1,001 - $15,0002025-03-06

BUYRob BresnahanR

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-02-19

$1,001 - $15,0002025-01-22

$1,001 - $15,0002025-01-17

$1,001 - $15,0002024-11-15