← Top Holdings

MSGSMADISON SQUARE GRDN SPRT COR

CUSIP: 55825T103

5

Guru Owners

$423.3M

Total Value Held

1.3M

Total Shares

$230.6M
2.58%
$190.4M
0.60%
$1.0M
0.05%
$900K
0.03%
$393K
0.00%

📊 Fundamentals

Market Cap$9.4B
Forward P/E-1091.2x
P/FCF187.5x
EPS (TTM)$-0.94
Revenue (TTM)$1.1B
Profit Margin-2.07%
Beta0.58

52-Week Range

$188.59
$411.73

Current: $390.73

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$105.8M$211.6M$317.5M$423.3MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '265 owners · $423.3M
REDUCEDJohn Rogers$230.6M
REDUCEDLindsell Train$900K
NEWRay Dalio$393K
Q4 '254 owners · $341.8M
REDUCEDJohn Rogers$186.9M
REDUCEDLongleaf Partners$832K
Q3 '254 owners · $301.2M
REDUCEDJohn Rogers$165.0M
Q2 '254 owners · $283.7M
REDUCEDJohn Rogers$158.4M
SOLDLeon Cooperman
Q1 '255 owners · $284.0M
REDUCEDJohn Rogers$163.4M
NEWLeon Cooperman$3.9M
Q4 '244 owners · $336.6M
REDUCEDJohn Rogers$201.2M

💰 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
0%analyst est. -2.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
4.6%current: 4.6%
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