← Top Holdings

KNFKNIFE RIVER CORP

CUSIP: 498894104

1

Guru Owners

$11.0M

Total Value Held

134,428

Total Shares

$11.0M
0.11%

📊 Fundamentals

Market Cap$4.6B
P/E Ratio31.7x
Above market avg
Forward P/E20.0x
EPS (TTM)$2.57
Revenue (TTM)$3.2B
Profit Margin4.58%
Beta0.50

52-Week Range

$58.72
$96.28

Current: $81.54

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 31.7x trailing earnings → 20.0x forward · 4.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$4.4M$8.8M$13.1M$17.5MQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $11.0M
INCREASEDMairs & Power$11.0M
Q4 '251 owners · $8.7M
Q3 '252 owners · $9.7M
INCREASEDFPA Queens Road$353K
Q2 '251 owners · $3.2M
Q1 '252 owners · $15.6M
INCREASEDMairs & Power$11.5M
INCREASEDFPA Queens Road$4.1M
Q4 '242 owners · $17.5M
REDUCEDMairs & Power$12.9M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
6%analyst est. 5.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -1.3%
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