← Top Holdings

KMTKENNAMETAL INC

CUSIP: 489170100

1

Guru Owners

$67.5M

Total Value Held

2.4M

Total Shares

$67.5M
0.73%

📊 Fundamentals

Market Cap$3.0B
P/E Ratio27.3x
Above market avg
Forward P/E15.2x
P/FCF31.9x
EPS (TTM)$1.43
Revenue (TTM)$2.0B
Profit Margin5.43%
Div Yield2.07%
Beta1.47

52-Week Range

$17.62
$42.03

Current: $39.04

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 27.3x trailing earnings → 15.2x forward · 5.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$53.9M$107.8M$161.7M$215.6MQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $67.5M
REDUCEDJohn Rogers$67.5M
Q3 '251 owners · $79.1M
REDUCEDJohn Rogers$79.1M
Q2 '251 owners · $114.1M
REDUCEDJohn Rogers$114.1M
Q1 '252 owners · $167.8M
REDUCEDJohn Rogers$164.8M
NEWRay Dalio$3.0M
Q4 '241 owners · $185.9M
REDUCEDJohn Rogers$185.9M
Q3 '241 owners · $215.6M
REDUCEDJohn Rogers$215.6M

💰 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
8%analyst est. 7.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
4.6%current: 4.6%
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

KMT Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker