← Top Holdings

SLBSLB LTD (SLB)

CUSIP: 806857108

6

Guru Owners

$347.8M

Total Value Held

6.8M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Edgar Wachenheim	Greenhaven Associates	4664577	$239.7M	3.95%	$51.39	Q1 2026
John Rogers	Ariel Investments	1237399	$63.6M	0.71%	$51.39	Q1 2026
Ray Dalio	Bridgewater Associates	744764	$38.3M	0.17%	$51.39	Q1 2026
Dodge & Cox	Dodge & Cox	109824	$5.6M	0.00%	$51.39	Q1 2026
Torray LLC	Torray LLC	5681	$292K	0.04%	$51.39	Q1 2026
Mairs & Power	Mairs & Power	5500	$283K	0.00%	$51.39	Q1 2026

Edgar Wachenheim

$239.7M

3.95%

$63.6M

0.71%

$38.3M

0.17%

$5.6M

0.00%

$292K

0.04%

$283K

0.00%

📊 Fundamentals

Market Cap$69.4B

P/E Ratio20.1x

Near market avg

Forward P/E14.0x

P/FCF22.8x

EPS (TTM)$2.31

Revenue (TTM)$35.9B

Profit Margin9.26%

Div Yield2.54%

Beta0.73

52-Week Range

$31.64

$58.82

Current: $46.42

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 20.1x trailing earnings → 14.0x forward · 9.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '267 owners · $347.8M

INCREASEDEdgar Wachenheim$239.7M

REDUCEDJohn Rogers$63.6M

INCREASEDRay Dalio$38.3M

REDUCEDDodge & Cox$5.6M

REDUCEDRobert Olstein$7K

Q4 '257 owners · $269.5M

NEWEdgar Wachenheim$178.9M

REDUCEDJohn Rogers$49.3M

REDUCEDRay Dalio$25.6M

REDUCEDRobert Olstein$8.4M

REDUCEDDodge & Cox$6.8M

NEWTorray LLC$218K

REDUCEDMairs & Power$211K

Q3 '255 owners · $97.9M

INCREASEDJohn Rogers$44.7M

NEWRay Dalio$27.9M

REDUCEDDodge & Cox$16.4M

NEWMairs & Power$259K

Q2 '253 owners · $63.5M

REDUCEDJohn Rogers$35.8M

REDUCEDDodge & Cox$19.1M

INCREASEDRobert Olstein$8.6M

SOLDMairs & Power

Q1 '256 owners · $93.3M

INCREASEDJohn Rogers$41.6M

REDUCEDDodge & Cox$25.4M

REDUCEDRay Dalio$5.0M

Q4 '246 owners · $59.0M

NEWDodge & Cox$23.8M

INCREASEDRay Dalio$14.8M

NEWTorray LLC$9.7M

INCREASEDRobert Olstein$9.7M

NEWJohn Rogers$734K

💰 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

8%analyst est. 7.9%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

8.5%current: 8.5%

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

SLB: Held by 6 superinvestors · 14 congress member trades

SELLLisa McClainR

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

BUYLisa McClainR

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

SELLLisa McClainR

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

SELLGil CisnerosD

$1,001 - $15,0002025-08-05

SELLLisa McClainR

$1,001 - $15,0002025-07-22

BUYLisa McClainR

$1,001 - $15,0002025-07-16

BUYGil CisnerosD

$1,001 - $15,0002025-05-30

SELLRob BresnahanR

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

SELLJefferson ShreveR

$15,001 - $50,0002025-04-11

SELLSheri BiggsR

$1,001 - $15,0002025-03-18

BUYJefferson ShreveR

$15,001 - $50,0002025-03-13

BUYRob BresnahanR

$1,001 - $15,0002025-02-25

SELLJulia LetlowR

$1,001 - $15,0002025-02-24

BUYJulia LetlowR

$1,001 - $15,0002024-10-23