← Top Holdings

LXFRLUXFER HLDGS PLC

CUSIP: G5698W116

1

Guru Owners

$3.6M

Total Value Held

299,430

Total Shares

📊 Fundamentals

Market Cap$460.5M
P/E Ratio40.6x
Above market avg
Forward P/E12.0x
P/FCF19.4x
EPS (TTM)$0.42
Revenue (TTM)$371.5M
Profit Margin1.56%
Div Yield3.05%
Beta1.11

52-Week Range

$11.19
$19.45

Current: $17.05

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 40.6x trailing earnings → 12.0x forward · 1.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.5M$3.1M$4.6M$6.1MQ2 '23Q4 '23Q2 '24Q4 '24Q2 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $3.6M
REDUCEDFirst Eagle$3.6M
Q4 '251 owners · $6.1M
INCREASEDFirst Eagle$6.1M
Q3 '251 owners · $6.1M
REDUCEDFirst Eagle$6.1M
Q2 '251 owners · $5.5M

No changes

Q1 '251 owners · $5.3M
INCREASEDFirst Eagle$5.3M
Q4 '241 owners · $5.6M
INCREASEDFirst Eagle$5.6M

💰 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
7%analyst est. 7.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
6.4%current: 6.4%
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