← Top Holdings

MUSAMURPHY USA INC

CUSIP: 626755102

2

Guru Owners

$3.0M

Total Value Held

6,154

Total Shares

$2.4M
0.01%
$658K
0.01%

📊 Fundamentals

Market Cap$10.6B
P/E Ratio20.0x
Near market avg
Forward P/E19.4x
P/FCF27.2x
EPS (TTM)$28.72
Revenue (TTM)$17.3B
Profit Margin3.20%
Div Yield0.42%
Beta0.29

52-Week Range

$345.23
$636.05

Current: $575.64

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 20.0x trailing earnings → 19.4x forward · 3.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$2.1M$4.2M$6.4M$8.5MQ1 '24Q2 '24Q3 '24Q4 '24Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $3.0M
INCREASEDRay Dalio$2.4M
INCREASEDLee Ainslie$658K
Q4 '252 owners · $8.5M
NEWLee Ainslie$4.4M
REDUCEDRay Dalio$4.0M
Q3 '251 owners · $2.8M
INCREASEDRay Dalio$2.8M
Q4 '241 owners · $204K
REDUCEDRay Dalio$204K
Q3 '241 owners · $3.9M
INCREASEDRay Dalio$3.9M
Q2 '241 owners · $6.1M
REDUCEDRay Dalio$6.1M

💰 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. -0.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
2.3%current: 2.3%
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