← Top Holdings
OPTUOPTIMUM COMMUNICATIONS INC
CUSIP: 02156K103
1
Guru Owners
$9.5M
Total Value Held
7.3M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Oaktree Capital Management | 7330490 | $9.5M | 0.15% | $1.30 | Q1 2026 |
📊 Fundamentals
Market Cap$462.0M
Forward P/E-2.0x
P/FCF5.2x
EPS (TTM)$-9.94
Revenue (TTM)$8.5B
Profit Margin-55.01%
Beta1.15
52-Week Range
$0.58
$2.98
Current: $1.18
Data from Yahoo Finance · refreshed every 4 hours
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '261 owners · $9.5M
Q4 '251 owners · $12.4M
No changes
Q3 '251 owners · $18.1M
No changes
Q2 '251 owners · $16.1M
No changes
Q1 '251 owners · $19.9M
No changes
Q4 '241 owners · $18.1M
SOLDJohn Paulson
💰 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%analyst est. -4.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
1.1%current: 1.1%
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