← Top Holdings
NRPNATURAL RESOURCE PARTNERS LP
CUSIP: 63900P608
1
Guru Owners
$12.3M
Total Value Held
102,057
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Oakcliff Capital Partners | 102057 | $12.3M | 5.45% | $121.00 | Q1 2026 |
📊 Fundamentals
Market Cap$1.3B
P/E Ratio11.5x
Below market avg
Forward P/E32.6x
P/FCF10.8x
EPS (TTM)$8.51
Revenue (TTM)$193.8M
Profit Margin58.51%
Div Yield3.07%
Beta0.14
52-Week Range
$96.39
$128.60
Current: $97.76
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 11.5x trailing earnings → 32.6x forward · 58.5% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '261 owners · $12.3M
SOLDBruce Berkowitz
Q4 '252 owners · $14.5M
Q3 '251 owners · $17.8M
Q2 '251 owners · $14.7M
No changes
Q1 '251 owners · $16.0M
No changes
Q4 '241 owners · $17.1M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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. -15.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
50.0%current: 61.8%
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