← Top Holdings

MSAMSA SAFETY INC

CUSIP: 553498106

2

Guru Owners

$290.4M

Total Value Held

1.8M

Total Shares

$290.1M
4.53%
$235K
0.00%

📊 Fundamentals

Market Cap$6.8B
P/E Ratio24.7x
Near market avg
Forward P/E18.5x
P/FCF33.5x
EPS (TTM)$7.10
Revenue (TTM)$1.9B
Profit Margin14.88%
Div Yield1.22%
Beta1.04

52-Week Range

$142.35
$208.92

Current: $175.25

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 24.7x trailing earnings → 18.5x forward · 14.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$73.4M$146.8M$220.3M$293.7MQ1 '24Q3 '24Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $290.4M
INCREASEDSequoia Fund$290.1M
Q3 '252 owners · $293.7M
REDUCEDSequoia Fund$293.4M
Q2 '251 owners · $159.0M
NEWSequoia Fund$159.0M
Q3 '241 owners · $306K
REDUCEDRay Dalio$306K
Q1 '241 owners · $501K

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
5%analyst est. 5.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
10.8%current: 10.8%
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

MSA: Held by 2 superinvestors · 3 congress member trades

$15,001 - $50,0002025-11-20
$1,001 - $15,0002025-08-21
$50,001 - $100,0002025-04-15