← Top Holdings

MSAMSA SAFETY INC

CUSIP: 553498106

3

Guru Owners

$291.9M

Total Value Held

1.8M

Total Shares

$291.2M
4.83%
$431K
0.00%
$241K
0.00%

📊 Fundamentals

Market Cap$6.6B
P/E Ratio23.0x
Near market avg
Forward P/E17.6x
P/FCF27.4x
EPS (TTM)$7.41
Revenue (TTM)$1.9B
Profit Margin15.16%
Div Yield1.27%
Beta0.94

52-Week Range

$151.11
$208.92

Current: $170.34

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 23.0x trailing earnings → 17.6x forward · 15.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$73.4M$146.8M$220.3M$293.7MQ1 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $291.9M
REDUCEDSequoia Fund$291.2M
NEWRay Dalio$431K
Q4 '252 owners · $290.4M
INCREASEDSequoia Fund$290.1M
Q3 '252 owners · $293.7M
REDUCEDSequoia Fund$293.4M
Q2 '251 owners · $159.0M
Q1 '251 owners · $219K
INCREASEDMairs & Power$219K
Q4 '241 owners · $244K

💰 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
6%analyst est. 5.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
12.5%current: 12.5%
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 3 superinvestors · 3 congress member trades

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