← Top Holdings

SHWSHERWIN WILLIAMS CO

CUSIP: 824348106

🔥 Bought by 3 superinvestors this quarter

9

Guru Owners

$1.91B

Total Value Held

5.9M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Andreas Halvorsen	Viking Global Investors	3172308	$1.03B	2.73%	$324.03	Q4 2025
Dan Sundheim	D1 Capital Partners	962124	$311.8M	2.91%	$324.03	Q4 2025
Jensen Investment Management	Jensen Investment Management	618261	$200.3M	3.15%	$324.03	Q4 2025
Mairs & Power	Mairs & Power	469592	$152.2M	1.46%	$324.03	Q4 2025
Lee Ainslie	Maverick Capital	284317	$92.1M	0.99%	$324.03	Q4 2025
Chase Coleman	Tiger Global Management	257083	$83.3M	0.28%	$324.03	Q4 2025
Tom Gayner	Markel Group	94172	$30.5M	0.24%	$324.03	Q4 2025
Ray Dalio	Bridgewater Associates	19119	$6.2M	0.02%	$324.03	Q4 2025
FPA Queens Road	Bragg Financial Advisors	6796	$2.2M	0.07%	$324.03	Q4 2025

Andreas Halvorsen

$1.03B

2.73%

$311.8M

2.91%

Jensen Investment Management

$200.3M

3.15%

$152.2M

1.46%

$92.1M

0.99%

$83.3M

0.28%

$30.5M

0.24%

$6.2M

0.02%

FPA Queens Road

$2.2M

0.07%

📊 Fundamentals

Market Cap$82.7B

P/E Ratio32.6x

Above market avg

Forward P/E25.0x

P/FCF42.9x

EPS (TTM)$10.25

Revenue (TTM)$23.6B

Profit Margin10.90%

Div Yield0.93%

Beta1.27

52-Week Range

$301.58

$379.65

Current: $333.75

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 32.6x trailing earnings → 25.0x forward · 10.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '259 owners · $1.91B

INCREASEDAndreas Halvorsen$1.03B

NEWDan Sundheim$311.8M

REDUCEDJensen Investment Management$200.3M

INCREASEDMairs & Power$152.2M

REDUCEDLee Ainslie$92.1M

REDUCEDChase Coleman$83.3M

INCREASEDRay Dalio$6.2M

NEWFPA Queens Road$2.2M

Q3 '257 owners · $1.67B

INCREASEDAndreas Halvorsen$997.6M

INCREASEDJensen Investment Management$229.8M

NEWMairs & Power$160.7M

INCREASEDLee Ainslie$132.8M

INCREASEDChase Coleman$114.0M

NEWRay Dalio$6.5M

Q2 '255 owners · $1.31B

REDUCEDAndreas Halvorsen$672.2M

REDUCEDJensen Investment Management$191.7M

NEWLee Ainslie$586K

Q1 '254 owners · $995.9M

INCREASEDChase Coleman$420.5M

INCREASEDAndreas Halvorsen$339.5M

NEWJensen Investment Management$203.0M

SOLDLee Ainslie

Q4 '244 owners · $584.4M

REDUCEDChase Coleman$341.4M

INCREASEDAndreas Halvorsen$210.1M

INCREASEDLee Ainslie$867K

Q3 '245 owners · $735.4M

REDUCEDAndreas Halvorsen$496.8M

NEWChase Coleman$201.4M

NEWLee Ainslie$931K

INCREASEDRay Dalio$323K

💰 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

5%analyst est. 4.7%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

8.2%current: 8.2%

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

🏛️ Congressional Trades

SHW: Held by 9 superinvestors · 32 congress member trades

$1,001 - $15,0002025-11-10

$1,001 - $15,0002025-11-03

SELLLisa McClainR

$1,001 - $15,0002025-10-31

SELLLisa McClainR

$1,001 - $15,0002025-10-30

BUYLisa McClainR

$1,001 - $15,0002025-10-30

SELLJared MoskowitzD

$15,001 - $50,0002025-10-10

SELLJared MoskowitzD

$1,001 - $15,0002025-10-10

$1,001 - $15,0002025-10-07

$1,001 - $15,0002025-08-26

$1,001 - $15,0002025-08-04

BUYShelley Moore CapitoR

$1,001 - $15,0002025-08-01

$1,001 - $15,0002025-07-25

$1,001 - $15,0002025-07-14

SELLRitchie TorresD

$1,001 - $15,0002025-07-11

$1,001 - $15,0002025-07-01

$1,001 - $15,0002025-06-23

BUYLisa McClainR

$1,001 - $15,0002025-06-17

$1,001 - $15,0002025-05-28

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

$1,001 - $15,0002025-04-23

SHW Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker