MLCMFMillicom International Cellular SA

CUSIP: L6388F110

Guru Owners

$463.9M

Total Value Held

8.4M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	8133132	$450.9M	0.24%	$55.44	Q4 2025
Sarah Ketterer	Causeway Capital Management	215950	$12.0M	0.16%	$55.44	Q4 2025
Polen Capital	Polen Capital Management	17685	$980K	0.00%	$55.44	Q4 2025

Dodge & Cox

$450.9M

0.24%

Sarah Ketterer

$12.0M

0.16%

Polen Capital

$980K

0.00%

📊 Fundamentals

Market Cap$5.0B

P/E Ratio14.4x

Below market avg

P/FCF3.6x

EPS (TTM)$2.09

Revenue (TTM)$5.8B

Profit Margin22.62%

Beta0.90

52-Week Range

$26.00

$30.00

Current: $30.00

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

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

Q1 '241 owners · $203K

No changes

💰 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

1%analyst est. 0.6%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

24.2%current: 24.2%

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