← Top Holdings

TITNTITAN MACHY INC

CUSIP: 88830R101

1

Guru Owners

$13.4M

Total Value Held

801,199

Total Shares

📊 Fundamentals

Market Cap$465.6M
Forward P/E-59.9x
P/FCF2.4x
EPS (TTM)$-2.35
Revenue (TTM)$2.4B
Profit Margin-2.28%
Beta1.38

52-Week Range

$13.21
$25.00

Current: $19.98

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$3.7M$7.4M$11.1M$14.8MQ2 '23Q4 '23Q2 '24Q4 '24Q2 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $13.4M
INCREASEDFirst Eagle$13.4M
Q4 '251 owners · $11.3M
REDUCEDFirst Eagle$11.3M
Q3 '251 owners · $12.5M
INCREASEDFirst Eagle$12.5M
Q2 '251 owners · $14.8M
REDUCEDFirst Eagle$14.8M
Q1 '251 owners · $12.9M
INCREASEDFirst Eagle$12.9M
Q4 '241 owners · $9.0M
INCREASEDFirst Eagle$9.0M

💰 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
3%analyst est. 2.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
8.3%current: 8.3%
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