← Top Holdings
ICLRICON PLC
CUSIP: G4705A100
6
Guru Owners
$914.7M
Total Value Held
8.3M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Brave Warrior Advisors | 2996811 | $331.6M | 8.21% | $110.66 | Q1 2026 | |
| Greenhaven Associates | 2002411 | $221.6M | 3.65% | $110.66 | Q1 2026 | |
| Ruane, Cunniff & Goldfarb | 1634611 | $180.9M | 3.00% | $110.66 | Q1 2026 | |
| First Pacific Advisors | 991075 | $109.7M | 1.54% | $110.66 | Q1 2026 | |
| Sound Shore Management | 626958 | $69.4M | 2.32% | $110.66 | Q1 2026 | |
| Maverick Capital | 13887 | $1.5M | 0.02% | $110.66 | Q1 2026 |
📊 Fundamentals
Market Cap$12.9B
P/E Ratio75.3x
Above market avg
Forward P/E14.2x
P/FCF16.0x
EPS (TTM)$2.24
Revenue (TTM)$8.3B
Profit Margin2.10%
Beta1.22
52-Week Range
$66.57
$211.00
Current: $168.72
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 75.3x trailing earnings → 14.2x forward · 2.1% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '266 owners · $914.7M
SOLDBill Nygren
SOLDPolen Capital
Q4 '255 owners · $964.5M
SOLDGlenn Greenberg
Q3 '256 owners · $959.3M
SOLDLee Ainslie
SOLDSeth Klarman
Q2 '259 owners · $777.2M
Q1 '256 owners · $428.0M
SOLDPaul Singer
Q4 '245 owners · $364.6M
💰 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
3%analyst est. 3.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
9.8%current: 9.8%
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