← Top Holdings

MSMMSC INDL DIRECT INC

CUSIP: 553530106

4

Guru Owners

$68.5M

Total Value Held

742,052

Total Shares

$41.0M
0.13%
$26.0M
0.82%
$1.0M
0.01%
$363K
0.00%

📊 Fundamentals

Market Cap$6.7B
P/E Ratio29.0x
Above market avg
Forward P/E22.2x
P/FCF34.4x
EPS (TTM)$4.14
Revenue (TTM)$3.9B
Profit Margin5.92%
Div Yield2.90%
Beta0.81

52-Week Range

$78.80
$127.51

Current: $120.07

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 29.0x trailing earnings → 22.2x forward · 5.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$17.1M$34.2M$51.4M$68.5MQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '264 owners · $68.5M
REDUCEDRichard Pzena$41.0M
INCREASEDFPA Queens Road$26.0M
NEWLee Ainslie$1.0M
REDUCEDRay Dalio$363K
Q4 '253 owners · $61.9M
INCREASEDFPA Queens Road$23.7M
NEWRay Dalio$798K
Q3 '252 owners · $66.9M
REDUCEDRichard Pzena$41.0M
INCREASEDFPA Queens Road$25.9M
Q2 '252 owners · $63.1M
INCREASEDFPA Queens Road$23.8M
Q1 '252 owners · $57.5M
NEWRichard Pzena$35.9M
INCREASEDFPA Queens Road$21.7M
Q4 '241 owners · $20.4M
NEWFPA Queens Road$20.4M
SOLDRay Dalio

💰 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
7%analyst est. 6.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: 5.0%
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