← Top Holdings

MHKMOHAWK INDS INC

CUSIP: 608190104

6

Guru Owners

$382.6M

Total Value Held

3.9M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
John Rogers	Ariel Investments	1744678	$171.8M	1.92%	$98.46	Q1 2026
Richard Pzena	Pzena Investment Management	1152814	$113.5M	0.37%	$98.46	Q1 2026
Harry Burn	Sound Shore Management	642537	$63.3M	2.12%	$98.46	Q1 2026
First Eagle	First Eagle Investment Management	290565	$28.6M	0.51%	$98.46	Q1 2026
Alex Roepers	Atlantic Investment Management	40000	$3.9M	2.29%	$98.46	Q1 2026
Ray Dalio	Bridgewater Associates	15192	$1.5M	0.01%	$98.46	Q1 2026

$171.8M

1.92%

$113.5M

0.37%

$63.3M

2.12%

$28.6M

0.51%

$3.9M

2.29%

$1.5M

0.01%

📊 Fundamentals

Market Cap$6.9B

P/E Ratio16.9x

Near market avg

Forward P/E11.4x

P/FCF8.0x

EPS (TTM)$6.68

Revenue (TTM)$11.0B

Profit Margin3.77%

Beta1.18

52-Week Range

$92.99

$143.13

Current: $112.88

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 16.9x trailing earnings → 11.4x forward · 3.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '267 owners · $382.6M

INCREASEDJohn Rogers$171.8M

REDUCEDRichard Pzena$113.5M

REDUCEDHarry Burn$63.3M

INCREASEDFirst Eagle$28.6M

NEWAlex Roepers$3.9M

INCREASEDRay Dalio$1.5M

REDUCEDRobert Olstein$6K

SOLDDavid Tepper

Q4 '257 owners · $502.4M

INCREASEDJohn Rogers$187.6M

INCREASEDRichard Pzena$129.7M

INCREASEDDavid Tepper$73.8M

REDUCEDHarry Burn$71.1M

INCREASEDFirst Eagle$31.6M

INCREASEDRobert Olstein$7.5M

NEWRay Dalio$1.2M

Q3 '256 owners · $519.9M

REDUCEDJohn Rogers$218.8M

INCREASEDRichard Pzena$152.0M

REDUCEDHarry Burn$85.2M

INCREASEDFirst Eagle$35.9M

REDUCEDDavid Tepper$20.8M

REDUCEDRobert Olstein$7.2M

SOLDLee Ainslie

Q2 '257 owners · $419.1M

REDUCEDJohn Rogers$180.0M

INCREASEDRichard Pzena$123.3M

INCREASEDHarry Burn$71.7M

NEWFirst Eagle$29.1M

NEWDavid Tepper$6.8M

Q1 '256 owners · $398.5M

INCREASEDJohn Rogers$199.1M

NEWRichard Pzena$127.4M

NEWHarry Burn$61.2M

INCREASEDRobert Olstein$8.1M

INCREASEDRay Dalio$1.8M

NEWLee Ainslie$949K

Q4 '243 owners · $224.5M

REDUCEDJohn Rogers$200.9M

REDUCEDRay Dalio$15.3M

INCREASEDRobert Olstein$8.3M

SOLDLee Ainslie

💰 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

3%analyst est. 3.1%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

7.8%current: 7.8%

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

🏛️ Congressional Trades

MHK: Held by 6 superinvestors · 13 congress member trades

$1,001 - $15,0002025-11-10

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

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

$1,001 - $15,0002025-02-27

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

$1,001 - $15,0002025-02-21

$1,001 - $15,0002025-02-06

$1,001 - $15,0002025-02-06

$1,001 - $15,0002025-01-30

$1,001 - $15,0002025-01-28

$1,001 - $15,0002025-01-24

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

$1,001 - $15,0002024-11-07