← Top Holdings

AGXARGAN INC

CUSIP: 04010E109

🔥 Bought by 2 superinvestors this quarter

4

Guru Owners

$484.7M

Total Value Held

889,863

Total Shares

$253.1M
2.92%
$214.1M
1.71%
$9.8M
0.07%
$7.6M
0.03%

📊 Fundamentals

Market Cap$9.3B
P/E Ratio63.7x
Above market avg
Forward P/E40.8x
P/FCF22.3x
EPS (TTM)$10.41
Revenue (TTM)$1.0B
Profit Margin15.48%
Div Yield0.30%
Beta0.56

52-Week Range

$196.90
$805.75

Current: $663.18

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 63.7x trailing earnings → 40.8x forward · 15.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$121.2M$242.3M$363.5M$484.7MQ2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '264 owners · $484.7M
INCREASEDLee Ainslie$253.1M
NEWStephen Mandel$214.1M
REDUCEDPolen Capital$9.8M
NEWRay Dalio$7.6M
SOLDStanley Druckenmiller
Q4 '253 owners · $154.7M
NEWLee Ainslie$137.5M
NEWStanley Druckenmiller$9.4M
REDUCEDPolen Capital$7.8M
Q3 '251 owners · $10.1M
REDUCEDPolen Capital$10.1M
Q2 '251 owners · $9.9M

No changes

💰 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
25%analyst est. 25.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
40.0%current: 40.0%
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