← Top Holdings

MBCMASTERBRAND INC

CUSIP: 57638P104

2

Guru Owners

$32.6M

Total Value Held

3.9M

Total Shares

$31.7M
0.10%
$871K
0.23%

📊 Fundamentals

Market Cap$1.2B
Forward P/E14.8x
P/FCF53.8x
EPS (TTM)$-0.01
Revenue (TTM)$2.7B
Profit Margin-0.07%
Beta1.38

52-Week Range

$6.61
$14.22

Current: $9.02

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$13.9M$27.9M$41.8M$55.8MQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $32.6M
INCREASEDRichard Pzena$31.7M
NEWBill Miller$871K
Q4 '252 owners · $43.0M
REDUCEDRichard Pzena$41.8M
REDUCEDBill Nygren$1.2M
Q3 '252 owners · $55.8M
REDUCEDRichard Pzena$54.3M
REDUCEDBill Nygren$1.5M
Q2 '253 owners · $47.1M
INCREASEDRichard Pzena$45.4M
REDUCEDBill Nygren$1.2M
Q1 '253 owners · $38.5M
NEWRichard Pzena$37.3M
NEWBill Nygren$658K
INCREASEDLee Ainslie$526K
Q4 '241 owners · $265K
INCREASEDLee Ainslie$265K

💰 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
20%analyst est. 19.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
1.0%current: 0.8%
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