← Top Holdings

MODMODINE MFG CO

CUSIP: 607828100

2

Guru Owners

$11.9M

Total Value Held

54,688

Total Shares

$6.3M
0.04%
$5.6M
0.02%

📊 Fundamentals

Market Cap$12.2B
P/E Ratio102.0x
Above market avg
Forward P/E20.3x
EPS (TTM)$2.26
Revenue (TTM)$3.2B
Profit Margin3.82%
Beta1.67

52-Week Range

$86.48
$323.25

Current: $230.41

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 102.0x trailing earnings → 20.3x forward · 3.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$3.0M$5.9M$8.9M$11.9MQ2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $11.9M
INCREASEDPolen Capital$6.3M
NEWRay Dalio$5.6M
Q4 '251 owners · $1.9M
REDUCEDPolen Capital$1.9M
Q3 '251 owners · $4.6M
INCREASEDPolen Capital$4.6M
Q2 '251 owners · $1.9M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
24%analyst est. 24.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -3.2%
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