← Top Holdings

YUMYUM BRANDS INC

CUSIP: 988498101

4

Guru Owners

$347.7M

Total Value Held

2.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
William Von Mueffling	Cantillon Capital Management	2055883	$311.0M	1.68%	$151.28	Q4 2025
Tom Gayner	Markel Group	226451	$34.3M	0.27%	$151.28	Q4 2025
Lee Ainslie	Maverick Capital	11017	$1.7M	0.02%	$151.28	Q4 2025
FPA Queens Road	Bragg Financial Advisors	5020	$759K	0.02%	$151.28	Q4 2025

William Von Mueffling

$311.0M

1.68%

$34.3M

0.27%

$1.7M

0.02%

FPA Queens Road

$759K

0.02%

📊 Fundamentals

Market Cap$44.4B

P/E Ratio29.0x

Above market avg

Forward P/E21.5x

P/FCF33.9x

EPS (TTM)$5.55

Revenue (TTM)$8.2B

Profit Margin18.98%

Div Yield1.85%

Beta0.66

52-Week Range

$137.33

$169.39

Current: $160.75

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 29.0x trailing earnings → 21.5x forward · 19.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

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

NEWFPA Queens Road$791K

SOLDLee Ainslie

Q4 '242 owners · $31.4M

INCREASEDTom Gayner$27.6M

NEWLee Ainslie$3.8M

Q3 '242 owners · $25.3M

REDUCEDTom Gayner$21.9M

INCREASEDRay Dalio$3.4M

SOLDLee Ainslie

💰 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. 5.4%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

15.9%current: 15.9%

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

YUM Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker