← Top Holdings
SITESITEONE LANDSCAPE SUPPLY INC
CUSIP: 82982L103
1
Guru Owners
$500K
Total Value Held
3,753
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Giverny Capital | 3753 | $500K | 0.02% | $133.11 | Q1 2026 |
📊 Fundamentals
Market Cap$4.9B
P/E Ratio32.5x
Above market avg
Forward P/E20.4x
P/FCF27.2x
EPS (TTM)$3.38
Revenue (TTM)$4.7B
Profit Margin3.24%
Beta1.34
52-Week Range
$100.52
$168.56
Current: $109.99
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 32.5x trailing earnings → 20.4x forward · 3.2% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '261 owners · $500K
SOLDLee Ainslie
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
💰 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
5%analyst est. 5.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
3.8%current: 3.8%
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