← Top Holdings

HSICSCHEIN HENRY INC

CUSIP: 806407102

4

Guru Owners

$69.8M

Total Value Held

946,689

Total Shares

$65.4M
0.21%
$2.4M
0.01%
$1.3M
0.06%
$731K
0.01%

📊 Fundamentals

Market Cap$9.9B
P/E Ratio26.2x
Above market avg
Forward P/E14.7x
P/FCF34.1x
EPS (TTM)$3.31
Revenue (TTM)$13.4B
Profit Margin2.95%
Beta0.81

52-Week Range

$61.95
$89.29

Current: $86.84

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 26.2x trailing earnings → 14.7x forward · 3.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$19.0M$38.0M$57.0M$76.0MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '265 owners · $69.8M
REDUCEDRichard Pzena$65.4M
REDUCEDRay Dalio$2.4M
NEWSteven Romick$731K
REDUCEDRobert Olstein$5K
Q4 '254 owners · $75.7M
REDUCEDRichard Pzena$67.1M
INCREASEDRobert Olstein$6.7M
REDUCEDLongleaf Partners$1.3M
INCREASEDRay Dalio$560K
Q3 '254 owners · $69.7M
INCREASEDRichard Pzena$61.5M
REDUCEDRobert Olstein$6.6M
REDUCEDRay Dalio$230K
Q2 '254 owners · $76.0M
REDUCEDRichard Pzena$67.2M
REDUCEDRobert Olstein$7.0M
INCREASEDLongleaf Partners$1.5M
REDUCEDRay Dalio$257K
Q1 '254 owners · $74.4M
NEWRichard Pzena$66.1M
INCREASEDRobert Olstein$6.8M
INCREASEDRay Dalio$360K
Q4 '243 owners · $9.5M
REDUCEDRobert Olstein$7.5M
REDUCEDRay Dalio$925K

💰 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
4%analyst est. 3.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
2.2%current: 2.2%
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

HSIC: Held by 4 superinvestors · 8 congress member trades

SELLMichael McCaulR
$15,001 - $50,0002026-01-09
SELLMichael McCaulR
$1,001 - $15,0002025-08-21
SELLRo KhannaD
$1,001 - $15,0002025-04-15
BUYRob BresnahanR
$1,001 - $15,0002025-04-08
SELLJulie JohnsonD
$1,001 - $15,0002025-04-01
SELLGil CisnerosD
$1,001 - $15,0002025-03-31
SELLRo KhannaD
$1,001 - $15,0002025-03-06
BUYRo KhannaD
$1,001 - $15,0002024-11-15