← Top Holdings

LMBLIMBACH HLDGS INC

CUSIP: 53263P105

No superinvestors currently hold this stock.

📊 Fundamentals

Market Cap$931.0M
P/E Ratio28.5x
Above market avg
Forward P/E15.3x
P/FCF50.0x
EPS (TTM)$2.74
Revenue (TTM)$652.6M
Profit Margin5.09%
Beta1.42

52-Week Range

$65.08
$151.50

Current: $78.10

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 28.5x trailing earnings → 15.3x forward · 5.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$2.4M$4.8M$7.1M$9.5MQ2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $8.4M
REDUCEDTom Bancroft$8.0M
INCREASEDPolen Capital$459K
Q3 '252 owners · $6.6M
INCREASEDPolen Capital$1.5M
Q2 '252 owners · $9.5M

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
6%analyst est. 5.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
2.9%current: 2.9%
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