← Top Holdings
IRSIRSA INVERSIONES Y REP S A
CUSIP: 450047303
1
Guru Owners
$1.5M
Total Value Held
94,136
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Polen Capital Management | 94136 | $1.5M | 0.01% | $16.21 | Q1 2026 |
📊 Fundamentals
Market Cap$1.3B
P/E Ratio4.9x
Below market avg
Forward P/E28.3x
P/FCF0.0x
EPS (TTM)$3.17
Revenue (TTM)$521.9B
Profit Margin72.51%
Div Yield15.53%
Beta0.04
52-Week Range
$10.87
$19.14
Current: $15.44
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 4.9x trailing earnings → 28.3x forward · 72.5% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '261 owners · $1.5M
Q4 '251 owners · $1.7M
Q3 '251 owners · $1.1M
Q2 '251 owners · $2.3M
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
6%analyst est. 6.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
33.0%current: 33.0%
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