← Top Holdings

MARMARRIOTT INTL INC NEW

CUSIP: 571903202

6

Guru Owners

$1.21B

Total Value Held

3.7M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Terry Smith	Fundsmith	3370872	$1.10B	8.59%	$327.07	Q1 2026
Steven Romick	First Pacific Advisors	232754	$76.1M	1.07%	$327.07	Q1 2026
Tom Gayner	Markel Group	93750	$30.7M	0.26%	$327.07	Q1 2026
FPA Queens Road	Bragg Financial Advisors	2888	$945K	0.03%	$327.07	Q1 2026
Glenn Greenberg	Brave Warrior Advisors	1194	$391K	0.01%	$327.07	Q1 2026
Dan Sundheim	D1 Capital Partners	1103	$361K	0.15%	$327.05	Q1 2026

$1.10B

8.59%

$76.1M

1.07%

$30.7M

0.26%

FPA Queens Road

$945K

0.03%

Glenn Greenberg

$391K

0.01%

$361K

0.15%

📊 Fundamentals

Market Cap$100.4B

P/E Ratio39.8x

Above market avg

Forward P/E29.1x

P/FCF55.9x

EPS (TTM)$9.56

Revenue (TTM)$7.2B

Profit Margin35.97%

Div Yield0.77%

Beta1.11

52-Week Range

$253.76

$410.98

Current: $380.75

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 39.8x trailing earnings → 29.1x forward · 36.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '266 owners · $1.21B

REDUCEDTerry Smith$1.10B

REDUCEDSteven Romick$76.1M

INCREASEDTom Gayner$30.7M

INCREASEDFPA Queens Road$945K

INCREASEDDan Sundheim$361K

SOLDHoward Marks

SOLDLee Ainslie

Q4 '259 owners · $1.44B

REDUCEDTerry Smith$1.23B

REDUCEDSteven Romick$120.9M

INCREASEDTom Gayner$27.8M

NEWLee Ainslie$2.2M

INCREASEDRay Dalio$1.9M

Q3 '258 owners · $1.29B

REDUCEDTerry Smith$1.10B

INCREASEDSteven Romick$117.4M

NEWHoward Marks$39.1M

INCREASEDTom Gayner$19.1M

NEWRay Dalio$10.8M

REDUCEDFPA Queens Road$747K

INCREASEDDan Sundheim$287K

SOLDLee Ainslie

Q2 '257 owners · $1.30B

REDUCEDTerry Smith$1.16B

INCREASEDSteven Romick$123.1M

INCREASEDTom Gayner$16.5M

NEWLee Ainslie$1.2M

INCREASEDFPA Queens Road$785K

INCREASEDDan Sundheim$300K

SOLDPaul Singer

SOLDJensen Investment Management

Q1 '258 owners · $1.18B

REDUCEDTerry Smith$1.01B

REDUCEDSteven Romick$106.0M

INCREASEDTom Gayner$12.4M

NEWJensen Investment Management$707K

INCREASEDFPA Queens Road$683K

REDUCEDDan Sundheim$261K

Q4 '247 owners · $1.41B

REDUCEDTerry Smith$1.19B

REDUCEDSteven Romick$154.9M

NEWPaul Singer$55.8M

INCREASEDTom Gayner$13.1M

NEWFPA Queens Road$561K

NEWDan Sundheim$319K

💰 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

25.0%current: 25.0%

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

MAR: Held by 6 superinvestors · 14 congress member trades

$1,001 - $15,0002025-11-03

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-06-23

$1,001 - $15,0002025-05-28

$1,001 - $15,0002025-04-23

$1,001 - $15,0002025-03-14

$1,001 - $15,0002025-03-06

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-02-19

$1,001 - $15,0002025-01-22

$1,001 - $15,0002025-01-17

$1,001 - $15,0002024-11-12

$1,001 - $15,0002024-10-29

SELLMichael McCaulR

$100,001 - $250,0002024-03-25