← Top Holdings

YUMYUM BRANDS INC

CUSIP: 988498101

4

Guru Owners

$323.1M

Total Value Held

2.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
William Von Mueffling	Cantillon Capital Management	1811796	$281.7M	1.87%	$155.48	Q1 2026
Tom Gayner	Markel Group	245213	$38.1M	0.32%	$155.48	Q1 2026
Ray Dalio	Bridgewater Associates	16061	$2.5M	0.01%	$155.48	Q1 2026
FPA Queens Road	Bragg Financial Advisors	5020	$781K	0.02%	$155.48	Q1 2026

William Von Mueffling

$281.7M

1.87%

$38.1M

0.32%

$2.5M

0.01%

FPA Queens Road

$781K

0.02%

📊 Fundamentals

Market Cap$46.2B

P/E Ratio27.0x

Above market avg

Forward P/E22.4x

P/FCF36.6x

EPS (TTM)$6.20

Revenue (TTM)$8.5B

Profit Margin20.48%

Div Yield1.79%

Beta0.56

52-Week Range

$137.33

$170.14

Current: $167.49

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 27.0x trailing earnings → 22.4x forward · 20.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '264 owners · $323.1M

REDUCEDWilliam Von Mueffling$281.7M

INCREASEDTom Gayner$38.1M

NEWRay Dalio$2.5M

SOLDLee Ainslie

Q4 '254 owners · $347.7M

INCREASEDWilliam Von Mueffling$311.0M

NEWLee Ainslie$1.7M

Q3 '253 owners · $345.3M

REDUCEDWilliam Von Mueffling$310.1M

REDUCEDFPA Queens Road$763K

Q2 '253 owners · $340.0M

INCREASEDWilliam Von Mueffling$305.7M

INCREASEDTom Gayner$33.6M

Q1 '253 owners · $323.4M

NEWWilliam Von Mueffling$287.1M

INCREASEDTom Gayner$35.5M

INCREASEDFPA Queens Road$791K

SOLDLee Ainslie

Q4 '243 owners · $32.0M

INCREASEDTom Gayner$27.6M

NEWLee Ainslie$3.8M

NEWFPA Queens Road$673K

💰 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

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

14.9%current: 14.9%

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

YUM: Held by 4 superinvestors · 13 congress member trades

$1,001 - $15,0002025-11-03

SELLLisa McClainR

$1,001 - $15,0002025-08-13

BUYLisa McClainR

$1,001 - $15,0002025-06-24

$1,001 - $15,0002025-06-23

SELLGil CisnerosD

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

$1,001 - $15,0002025-05-19

SELLRob BresnahanR

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

BUYGil CisnerosD

$1,001 - $15,0002025-04-29

$1,001 - $15,0002025-03-12

$1,001 - $15,0002025-02-18

$1,001 - $15,0002025-01-22

$1,001 - $15,0002025-01-17

$1,001 - $15,0002024-11-12