← Top Holdings

KGSKODIAK GAS SVCS INC

CUSIP: 50012A108

1

Guru Owners

$8.9M

Total Value Held

153,457

Total Shares

$8.9M
0.04%

📊 Fundamentals

Market Cap$6.9B
P/E Ratio87.2x
Above market avg
Forward P/E22.9x
P/FCF45.2x
EPS (TTM)$0.78
Revenue (TTM)$1.3B
Profit Margin5.13%
Div Yield2.90%
Beta0.82

52-Week Range

$30.06
$77.68

Current: $68.01

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 87.2x trailing earnings → 22.9x forward · 5.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$2.6M$5.3M$7.9M$10.6MQ3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $8.9M
REDUCEDRay Dalio$8.9M
Q4 '251 owners · $10.6M
INCREASEDRay Dalio$10.6M
Q3 '251 owners · $6.1M

No changes

💰 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
16%analyst est. 16.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
11.5%current: 11.5%
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