← Top Holdings

UPSUnited Parcel Service, Inc. Cl B

CUSIP: 911312106

7

Guru Owners

$90.4M

Total Value Held

918,824

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Harry Burn	Sound Shore Management	728066	$71.6M	2.40%	$98.38	Q1 2026
Bill Miller	Miller Value Partners	119108	$11.7M	3.06%	$98.38	Q1 2026
Hillman Value Fund	Hillman Capital Management	22316	$2.2M	1.52%	$98.38	Q1 2026
Mairs & Power	Mairs & Power	17427	$1.7M	0.02%	$98.38	Q1 2026
Tweedy Browne	Tweedy Browne Company	15515	$1.5M	0.12%	$98.38	Q1 2026
Ray Dalio	Bridgewater Associates	9492	$934K	0.00%	$98.38	Q1 2026
Lee Ainslie	Maverick Capital	6900	$679K	0.01%	$98.38	Q1 2026

$71.6M

2.40%

$11.7M

3.06%

Hillman Value Fund

$2.2M

1.52%

$1.7M

0.02%

$1.5M

0.12%

$934K

0.00%

$679K

0.01%

📊 Fundamentals

Market Cap$95.2B

P/E Ratio17.8x

Near market avg

Forward P/E14.0x

P/FCF20.6x

EPS (TTM)$6.29

Revenue (TTM)$88.3B

Profit Margin5.94%

Div Yield5.86%

Beta1.03

52-Week Range

$82.00

$122.41

Current: $111.96

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 17.8x trailing earnings → 14.0x forward · 5.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '268 owners · $90.4M

NEWHarry Burn$71.6M

REDUCEDBill Miller$11.7M

REDUCEDHillman Value Fund$2.2M

REDUCEDMairs & Power$1.7M

REDUCEDTweedy Browne$1.5M

INCREASEDRay Dalio$934K

INCREASEDLee Ainslie$679K

REDUCEDRobert Olstein$5K

Q4 '257 owners · $24.8M

REDUCEDRobert Olstein$6.3M

NEWRay Dalio$3.8M

REDUCEDHillman Value Fund$2.4M

REDUCEDMairs & Power$2.0M

INCREASEDTweedy Browne$976K

INCREASEDLee Ainslie$670K

SOLDJensen Investment Management

Q3 '257 owners · $24.0M

NEWBill Miller$7.2M

INCREASEDRobert Olstein$6.1M

INCREASEDLee Ainslie$3.5M

NEWHillman Value Fund$2.7M

NEWMairs & Power$2.1M

REDUCEDJensen Investment Management$1.7M

NEWTweedy Browne$714K

SOLDBill & Melinda Gates Foundation

SOLDFPA Queens Road

Q2 '255 owners · $86.9M

REDUCEDRobert Olstein$6.0M

REDUCEDJensen Investment Management$2.2M

NEWLee Ainslie$2.2M

INCREASEDFPA Queens Road$352K

SOLDMairs & Power

Q1 '255 owners · $102.7M

REDUCEDMairs & Power$5.3M

REDUCEDFPA Queens Road$3.6M

NEWJensen Investment Management$2.4M

Q4 '245 owners · $120.0M

REDUCEDRobert Olstein$9.5M

REDUCEDMairs & Power$8.1M

NEWFPA Queens Road$4.3M

NEWTorray LLC$2.8M

💰 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

4%analyst est. 4.0%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.2%current: 5.2%

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

UPS: Held by 7 superinvestors · 50 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002026-01-09

BUYGil CisnerosD

$1,001 - $15,0002025-11-18

BUYKatie BrittR

$1,001 - $15,0002025-11-07

SELLScott DesJarlaisR

$15,001 - $50,0002025-10-28

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-10-09

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-08-28

$1,001 - $15,0002025-08-26

BUYDan NewhouseR

$1,001 - $15,0002025-08-18

SELLAdam SmithD

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

SELLGil CisnerosD

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

$15,001 - $50,0002025-08-04

BUYLisa McClainR

$1,001 - $15,0002025-08-04

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-08-04

SELLScott FranklinR

$50,001 - $100,0002025-07-22

SELLScott FranklinR

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

SELLLisa McClainR

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

BUYLisa McClainR

$1,001 - $15,0002025-06-17

SELLScott FranklinR

$1,001 - $15,0002025-06-16

SELLKelly MorrisonD

$1,001 - $15,0002025-06-04

SELLJosh GottheimerD

$1,001 - $15,0002025-05-28