SEICSEI INVTS CO

CUSIP: 784117103

Guru Owners

$43.4M

Total Value Held

528,973

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	345877	$28.4M	0.10%	$82.02	Q4 2025
Tom Gayner	Markel Group	173200	$14.2M	0.11%	$82.02	Q4 2025
Kahn Brothers	Kahn Brothers Group	6596	$541K	0.10%	$82.02	Q4 2025
Mairs & Power	Mairs & Power	3300	$271K	0.00%	$82.02	Q4 2025

Ray Dalio

$28.4M

0.10%

Tom Gayner

$14.2M

0.11%

Kahn Brothers

$541K

0.10%

Mairs & Power

$271K

0.00%

📊 Fundamentals

Market Cap$10.2B

P/E Ratio14.8x

Below market avg

Forward P/E13.4x

P/FCF32.4x

EPS (TTM)$5.63

Revenue (TTM)$2.3B

Profit Margin31.14%

Div Yield1.24%

Beta0.94

52-Week Range

$70.36

$93.96

Current: $83.36

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 14.8x trailing earnings → 13.4x forward · 31.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '254 owners · $43.4M

INCREASEDRay Dalio$28.4M

Q3 '254 owners · $37.8M

INCREASEDRay Dalio$22.3M

NEWMairs & Power$280K

Q2 '253 owners · $27.8M

REDUCEDRay Dalio$11.6M

Q1 '253 owners · $25.3M

REDUCEDRay Dalio$11.4M

INCREASEDKahn Brothers$512K

Q4 '243 owners · $18.3M

REDUCEDRay Dalio$3.5M

Q3 '243 owners · $16.0M

INCREASEDRay Dalio$3.7M

NEWKahn Brothers$356K

💰 DCF Calculator

DCF valuation isn't suitable for financial companies like banks and insurers — their cash flows work differently.