ACMRACM RESH INC

CUSIP: 00108J109

Guru Owners

$70.7M

Total Value Held

1.8M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Longleaf Partners	Southeastern Asset Management	1680181	$66.3M	2.95%	$39.45	Q4 2025
Dodge & Cox	Dodge & Cox	112392	$4.4M	0.00%	$39.45	Q4 2025

Longleaf Partners

$66.3M

2.95%

Dodge & Cox

$4.4M

0.00%

📊 Fundamentals

Market Cap$3.4B

P/E Ratio37.6x

Above market avg

Forward P/E22.6x

EPS (TTM)$1.37

Revenue (TTM)$901.3M

Profit Margin10.44%

Beta1.68

52-Week Range

$17.32

$71.65

Current: $51.55

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 37.6x trailing earnings → 22.6x forward · 10.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $70.7M

INCREASEDLongleaf Partners$66.3M

REDUCEDDodge & Cox$4.4M

Q3 '252 owners · $62.9M

INCREASEDLongleaf Partners$58.1M

REDUCEDDodge & Cox$4.8M

Q2 '252 owners · $32.8M

NEWLongleaf Partners$30.7M

INCREASEDDodge & Cox$2.1M

Q1 '251 owners · $1.5M

INCREASEDDodge & Cox$1.5M

Q4 '241 owners · $809K

INCREASEDDodge & Cox$809K

Q3 '241 owners · $873K

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

23%analyst est. 23.1%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -12.4%

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