NENOBLE CORP PLC

CUSIP: G65431127

Guru Owners

$37.2M

Total Value Held

1.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Samantha McLemore	Patient Capital Management	1281155	$36.2M	1.40%	$28.24	Q4 2025
Tweedy Browne	Tweedy Browne Company	34637	$978K	0.08%	$28.24	Q4 2025

Samantha McLemore

$36.2M

1.40%

Tweedy Browne

$978K

0.08%

📊 Fundamentals

Market Cap$7.5B

P/E Ratio35.0x

Above market avg

Forward P/E20.3x

P/FCF20.0x

EPS (TTM)$1.35

Revenue (TTM)$3.1B

Profit Margin6.97%

Div Yield4.29%

Beta1.01

52-Week Range

$19.32

$51.61

Current: $47.28

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 35.0x trailing earnings → 20.3x forward · 7.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $37.2M

INCREASEDSamantha McLemore$36.2M

INCREASEDTweedy Browne$978K

SOLDMohnish Pabrai

Q3 '253 owners · $38.2M

REDUCEDSamantha McLemore$30.6M

INCREASEDMohnish Pabrai$6.8M

INCREASEDTweedy Browne$839K

Q2 '253 owners · $65.4M

NEWSamantha McLemore$19.1M

NEWTweedy Browne$383K

Q1 '251 owners · $41.0M

NEWMohnish Pabrai$41.0M

SOLDRay Dalio

Q4 '241 owners · $828K

INCREASEDRay Dalio$828K

SOLDLee Ainslie

Q3 '242 owners · $7.7M

INCREASEDRay Dalio$6.8M

NEWLee Ainslie$884K

💰 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

10%analyst est. 10.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

12.1%current: 12.1%

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