← Top Holdings
SITESITEONE LANDSCAPE SUPPLY INC
CUSIP: 82982L103
2
Guru Owners
$5.4M
Total Value Held
43,385
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Maverick Capital | 39632 | $4.9M | 0.05% | $124.56 | Q4 2025 | |
| Giverny Capital | 3753 | $467K | 0.02% | $124.56 | Q4 2025 |
📊 Fundamentals
Market Cap$6.6B
P/E Ratio44.1x
Above market avg
Forward P/E27.7x
P/FCF31.7x
EPS (TTM)$3.38
Revenue (TTM)$4.7B
Profit Margin3.23%
Beta1.57
52-Week Range
$108.11
$168.56
Current: $149.20
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 44.1x trailing earnings → 27.7x forward · 3.2% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '252 owners · $5.4M
Q3 '251 owners · $483K
SOLDPolen Capital
Q2 '252 owners · $674K
Q1 '252 owners · $3.0M
Q4 '241 owners · $495K
No changes
Q3 '241 owners · $566K
No changes
💰 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
4%analyst est. 4.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
4.4%current: 4.4%
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