← Top Holdings

KFYKORN FERRY

CUSIP: 500643200

2

Guru Owners

$79.4M

Total Value Held

1.3M

Total Shares

$50.2M
0.16%
$29.2M
0.33%

📊 Fundamentals

Market Cap$3.7B
P/E Ratio13.9x
Below market avg
Forward P/E11.5x
P/FCF15.2x
EPS (TTM)$5.22
Revenue (TTM)$2.9B
Profit Margin9.54%
Div Yield3.02%
Beta1.22

52-Week Range

$58.95
$78.50

Current: $72.77

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 13.9x trailing earnings → 11.5x forward · 9.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$26.9M$53.8M$80.7M$107.7MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $79.4M
INCREASEDRichard Pzena$50.2M
REDUCEDJohn Rogers$29.2M
REDUCEDRobert Olstein$8K
SOLDRay Dalio
Q4 '254 owners · $90.3M
REDUCEDRichard Pzena$52.3M
REDUCEDJohn Rogers$30.8M
INCREASEDRobert Olstein$5.1M
INCREASEDRay Dalio$2.1M
Q3 '254 owners · $96.2M
REDUCEDRichard Pzena$56.8M
REDUCEDJohn Rogers$33.3M
INCREASEDRay Dalio$1.6M
Q2 '254 owners · $107.7M
INCREASEDRichard Pzena$60.0M
REDUCEDJohn Rogers$41.9M
REDUCEDRobert Olstein$4.8M
REDUCEDRay Dalio$968K
Q1 '254 owners · $98.9M
NEWRichard Pzena$52.1M
INCREASEDJohn Rogers$40.0M
INCREASEDRay Dalio$2.1M
Q4 '243 owners · $44.7M
REDUCEDJohn Rogers$38.2M
REDUCEDRobert Olstein$4.8M
INCREASEDRay Dalio$1.7M

💰 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
8.4%current: 8.4%
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