← Top Holdings

TFPMTRIPLE FLAG PRECIOUS METAL

CUSIP: 89679M104

1

Guru Owners

$4.45B

Total Value Held

133.8M

Total Shares

$4.45B
19.67%

📊 Fundamentals

Market Cap$6.5B
P/E Ratio26.7x
Above market avg
Forward P/E20.8x
EPS (TTM)$1.18
Revenue (TTM)$388.7M
Profit Margin61.75%
Div Yield0.73%
Beta0.34

52-Week Range

$19.36
$41.70

Current: $31.53

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 26.7x trailing earnings → 20.8x forward · 61.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.11B$2.22B$3.33B$4.45BQ1 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $4.45B

No changes

Q3 '251 owners · $3.92B

No changes

Q1 '251 owners · $2.56B

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
2%analyst est. 1.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -1.1%
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