← Top Holdings

MLCMFMillicom International Cellular SA

CUSIP: L6388F110

4

Guru Owners

$631.4M

Total Value Held

8.4M

Total Shares

$611.7M
0.34%
$15.6M
0.19%
$2.7M
0.02%
$1.3M
0.01%

📊 Fundamentals

Market Cap$5.0B
P/E Ratio14.4x
Below market avg
P/FCF2.8x
EPS (TTM)$2.09
Revenue (TTM)$6.4B
Profit Margin19.14%
Beta0.89

52-Week Range

$30.00
$30.00

Current: $30.00

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$157.8M$315.7M$473.5M$631.4MQ1 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '264 owners · $631.4M
INCREASEDDodge & Cox$611.7M
REDUCEDSarah Ketterer$15.6M
INCREASEDPolen Capital$2.7M
NEWRay Dalio$1.3M
Q4 '253 owners · $463.9M
REDUCEDDodge & Cox$450.9M
REDUCEDSarah Ketterer$12.0M
INCREASEDPolen Capital$980K
SOLDRay Dalio
Q3 '254 owners · $419.1M
REDUCEDDodge & Cox$410.1M
REDUCEDRay Dalio$6.3M
NEWSarah Ketterer$1.8M
REDUCEDPolen Capital$857K
SOLDLongleaf Partners
Q2 '254 owners · $378.9M
INCREASEDDodge & Cox$331.1M
REDUCEDLongleaf Partners$38.9M
REDUCEDRay Dalio$8.2M
NEWPolen Capital$703K
Q1 '253 owners · $325.3M
NEWDodge & Cox$263.4M
REDUCEDLongleaf Partners$61.1M
NEWRay Dalio$799K
Q4 '241 owners · $60.3M
NEWLongleaf Partners$60.3M
SOLDRay Dalio

💰 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. 3.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
28.0%current: 28.0%
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