← Top Holdings

GGGGRACO INC

CUSIP: 384109104

4

Guru Owners

$385.7M

Total Value Held

4.7M

Total Shares

$320.1M
3.08%
$47.5M
0.28%
$10.6M
0.04%
$7.5M
0.24%

📊 Fundamentals

Market Cap$14.5B
P/E Ratio28.3x
Above market avg
Forward P/E25.2x
P/FCF27.9x
EPS (TTM)$3.08
Revenue (TTM)$2.2B
Profit Margin23.33%
Div Yield1.35%
Beta1.09

52-Week Range

$77.19
$95.69

Current: $87.28

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 28.3x trailing earnings → 25.2x forward · 23.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$106.9M$213.7M$320.6M$427.4MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '254 owners · $385.7M
REDUCEDMairs & Power$320.1M
REDUCEDTerry Smith$47.5M
INCREASEDRay Dalio$10.6M
INCREASEDFPA Queens Road$7.5M
Q3 '254 owners · $427.4M
NEWMairs & Power$334.2M
REDUCEDRay Dalio$9.0M
INCREASEDFPA Queens Road$7.7M
Q2 '253 owners · $88.8M
INCREASEDTerry Smith$77.4M
INCREASEDFPA Queens Road$7.8M
NEWRay Dalio$3.6M
Q1 '252 owners · $102.7M
Q4 '241 owners · $96.1M

No changes

Q3 '241 owners · $99.7M

💰 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. 4.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
23.2%current: 23.2%
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

GGG: Held by 4 superinvestors · 2 congress member trades

$1,001 - $15,0002025-08-04
$1,001 - $15,0002025-06-17