← Top Holdings

LADLITHIA MTRS INC

CUSIP: 536797103

4

Guru Owners

$1.62B

Total Value Held

4.9M

Total Shares

$827.7M
14.59%
$653.7M
0.83%
$132.9M
22.02%
$1.0M
0.02%

📊 Fundamentals

Market Cap$6.3B
P/E Ratio8.0x
Below market avg
Forward P/E6.2x
P/FCF8.1x
EPS (TTM)$32.33
Revenue (TTM)$37.6B
Profit Margin2.18%
Div Yield0.85%
Beta1.20

52-Week Range

$256.98
$360.56

Current: $259.65

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 8.0x trailing earnings → 6.2x forward · 2.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$417.1M$834.2M$1.25B$1.67BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '254 owners · $1.62B
REDUCEDBill Nygren$653.7M
INCREASEDSequoia Fund$1.0M
Q3 '254 owners · $1.54B
INCREASEDDavid Abrams$787.0M
REDUCEDBill Nygren$626.4M
REDUCEDGreg Alexander$126.4M
Q2 '254 owners · $1.67B
REDUCEDBill Nygren$672.8M
Q1 '255 owners · $1.57B
INCREASEDDavid Abrams$717.6M
NEWBill Nygren$588.4M
REDUCEDGlenn Greenberg$112.1M
Q4 '245 owners · $1.37B
REDUCEDGlenn Greenberg$218.9M
REDUCEDGreg Alexander$178.7M
NEWJohn Armitage$113.2M
REDUCEDSequoia Fund$971K
Q3 '244 owners · $1.25B
REDUCEDGlenn Greenberg$271.4M
INCREASEDSequoia Fund$867K

💰 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
4%analyst est. 4.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
2.1%current: 2.1%
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

🏛️ Congressional Trades

LAD: Held by 4 superinvestors · 1 congress member trade

$1,001 - $15,0002025-07-22