← Top Holdings

NRPNATURAL RESOURCE PARTNERS L

CUSIP: 63900P608

2

Guru Owners

$14.5M

Total Value Held

139,351

Total Shares

$13.3M
5.70%
$1.3M
0.09%

📊 Fundamentals

Market Cap$1.6B
P/E Ratio11.7x
Below market avg
Forward P/E39.2x
P/FCF13.1x
EPS (TTM)$10.04
Revenue (TTM)$202.3M
Profit Margin66.05%
Div Yield2.55%
Beta0.23

52-Week Range

$86.83
$128.60

Current: $117.70

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 11.7x trailing earnings → 39.2x forward · 66.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$4.4M$8.9M$13.3M$17.8MQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $14.5M
REDUCEDBryan Lawrence$13.3M
Q3 '251 owners · $17.8M
INCREASEDBryan Lawrence$17.8M
Q2 '251 owners · $14.7M

No changes

Q1 '251 owners · $16.0M

No changes

Q4 '241 owners · $17.1M
REDUCEDBryan Lawrence$17.1M
Q3 '241 owners · $15.1M

No changes

💰 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%hist. -25.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
50.0%current: 58.7%
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