← Top Holdings

SHWSHERWIN WILLIAMS CO

CUSIP: 824348106

🔥 Bought by 2 superinvestors this quarter

10

Guru Owners

$1.74B

Total Value Held

5.4M

Total Shares

$997.8M
2.79%
$200.8M
3.96%
$151.9M
1.35%
$140.3M
1.43%
$125.6M
1.45%
$82.4M
0.36%
$30.2M
0.25%
$4.0M
0.13%
$3.7M
0.55%
$3.6M
0.02%

📊 Fundamentals

Market Cap$84.4B
P/E Ratio32.9x
Above market avg
Forward P/E25.8x
P/FCF39.4x
EPS (TTM)$10.40
Revenue (TTM)$23.9B
Profit Margin10.86%
Div Yield0.92%
Beta1.10

52-Week Range

$289.86
$379.65

Current: $342.26

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 32.9x trailing earnings → 25.8x forward · 10.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$477.6M$955.1M$1.43B$1.91BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '2610 owners · $1.74B
REDUCEDAndreas Halvorsen$997.8M
INCREASEDJensen Investment Management$200.8M
REDUCEDDan Sundheim$151.9M
REDUCEDMairs & Power$140.3M
INCREASEDLee Ainslie$125.6M
REDUCEDFPA Queens Road$4.0M
REDUCEDTorray LLC$3.7M
REDUCEDRay Dalio$3.6M
Q4 '2510 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
REDUCEDTorray LLC$3.8M
NEWFPA Queens Road$2.2M
Q3 '258 owners · $1.68B
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
REDUCEDTorray LLC$4.2M
Q2 '256 owners · $1.31B
REDUCEDAndreas Halvorsen$672.2M
REDUCEDJensen Investment Management$191.7M
REDUCEDTorray LLC$4.2M
NEWLee Ainslie$586K
SOLDMairs & Power
Q1 '256 owners · $1.16B
INCREASEDChase Coleman$420.5M
INCREASEDAndreas Halvorsen$339.5M
NEWJensen Investment Management$203.0M
REDUCEDMairs & Power$164.6M
REDUCEDTorray LLC$4.4M
SOLDLee Ainslie
Q4 '246 owners · $752.5M
REDUCEDChase Coleman$341.4M
INCREASEDAndreas Halvorsen$210.1M
REDUCEDMairs & Power$163.8M
NEWTorray LLC$4.4M
INCREASEDLee Ainslie$867K
SOLDRay Dalio

💰 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. 4.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
8.9%current: 8.9%
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 10 superinvestors · 32 congress member trades

BUYRo KhannaD
$1,001 - $15,0002025-11-10
BUYRo KhannaD
$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
SELLRo KhannaD
$1,001 - $15,0002025-10-07
BUYRo KhannaD
$1,001 - $15,0002025-08-26
SELLRo KhannaD
$1,001 - $15,0002025-08-04
BUYShelley Moore CapitoR
$1,001 - $15,0002025-08-01
BUYRo KhannaD
$1,001 - $15,0002025-07-25
SELLVal HoyleD
$1,001 - $15,0002025-07-14
SELLRitchie TorresD
$1,001 - $15,0002025-07-11
BUYRo KhannaD
$1,001 - $15,0002025-07-01
SELLRo KhannaD
$1,001 - $15,0002025-06-23
BUYLisa McClainR
$1,001 - $15,0002025-06-17
BUYRo KhannaD
$1,001 - $15,0002025-05-28
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
SELLRo KhannaD
$1,001 - $15,0002025-04-23