← Top Holdings
ICLRICON PLC
CUSIP: G4705A100
2
Guru Owners
$763.5M
Total Value Held
4.2M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Harris Associates | 2510166 | $457.4M | 0.58% | $182.22 | Q4 2025 | |
| Ruane, Cunniff & Goldfarb | 1679590 | $306.1M | 4.78% | $182.22 | Q4 2025 |
📊 Fundamentals
Market Cap$8.3B
P/E Ratio14.4x
Below market avg
Forward P/E8.5x
P/FCF9.0x
EPS (TTM)$7.42
Revenue (TTM)$8.1B
Profit Margin7.40%
Beta1.34
52-Week Range
$66.57
$211.00
Current: $107.20
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 14.4x trailing earnings → 8.5x forward · 7.4% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '252 owners · $763.5M
Q3 '253 owners · $708.1M
SOLDSeth Klarman
SOLDLee Ainslie
Q2 '255 owners · $547.0M
Q1 '254 owners · $292.0M
Q4 '243 owners · $266.4M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
0%analyst est. -0.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
11.4%current: 11.4%
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