← Top Holdings

MHKMOHAWK INDS INC

CUSIP: 608190104

🔥 Bought by 4 superinvestors this quarter

7

Guru Owners

$502.4M

Total Value Held

4.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
John Rogers	Ariel Investments	1716027	$187.6M	2.03%	$109.30	Q4 2025
Richard Pzena	Pzena Investment Management	1186400	$129.7M	0.39%	$109.30	Q4 2025
David Tepper	Appaloosa Management	675000	$73.8M	1.07%	$109.30	Q4 2025
Harry Burn	Sound Shore Management	650447	$71.1M	2.26%	$109.30	Q4 2025
First Eagle	First Eagle Investment Management	289009	$31.6M	0.59%	$109.30	Q4 2025
Robert Olstein	Olstein Capital Management	68750	$7.5M	1.54%	$109.29	Q4 2025
Ray Dalio	Bridgewater Associates	10785	$1.2M	0.00%	$109.30	Q4 2025

$187.6M

2.03%

$129.7M

0.39%

$73.8M

1.07%

$71.1M

2.26%

$31.6M

0.59%

$7.5M

1.54%

$1.2M

0.00%

📊 Fundamentals

Market Cap$6.7B

P/E Ratio18.4x

Near market avg

Forward P/E10.2x

P/FCF10.2x

EPS (TTM)$5.94

Revenue (TTM)$10.8B

Profit Margin3.43%

Beta1.25

52-Week Range

$94.56

$143.13

Current: $109.31

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 18.4x trailing earnings → 10.2x forward · 3.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

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

Q3 '244 owners · $295.3M

REDUCEDJohn Rogers$273.9M

INCREASEDRay Dalio$11.1M

REDUCEDRobert Olstein$8.6M

REDUCEDLee Ainslie$1.7M

SOLDSequoia Fund

💰 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. 2.9%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

6.1%current: 6.1%

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 7 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