← Top Holdings

AMTAMERICAN TOWER CORP

CUSIP: 03027X100

7

Guru Owners

$311.2M

Total Value Held

1.8M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
William Von Mueffling	Cantillon Capital Management	1612473	$278.3M	1.85%	$172.58	Q1 2026
Christopher Davis	Davis Selected Advisers	64620	$11.2M	0.05%	$172.58	Q1 2026
Ray Dalio	Bridgewater Associates	56914	$9.8M	0.04%	$172.58	Q1 2026
Chuck Akre	Akre Capital Management	50772	$8.8M	0.14%	$172.58	Q1 2026
FPA Queens Road	Bragg Financial Advisors	14512	$2.5M	0.08%	$172.58	Q1 2026
Mairs & Power	Mairs & Power	2020	$349K	0.00%	$172.58	Q1 2026
Dan Sundheim	D1 Capital Partners	1903	$328K	0.14%	$172.59	Q1 2026

William Von Mueffling

$278.3M

1.85%

Christopher Davis

$11.2M

0.05%

$9.8M

0.04%

$8.8M

0.14%

FPA Queens Road

$2.5M

0.08%

$349K

0.00%

$328K

0.14%

📊 Fundamentals

Market Cap$77.0B

P/E Ratio26.7x

Above market avg

Forward P/E24.0x

P/FCF16.7x

EPS (TTM)$6.20

Revenue (TTM)$10.8B

Profit Margin26.81%

Div Yield4.22%

Beta0.91

52-Week Range

$160.06

$234.33

Current: $165.25

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 26.7x trailing earnings → 24.0x forward · 26.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '267 owners · $311.2M

REDUCEDWilliam Von Mueffling$278.3M

INCREASEDChristopher Davis$11.2M

REDUCEDRay Dalio$9.8M

INCREASEDChuck Akre$8.8M

REDUCEDFPA Queens Road$2.5M

INCREASEDDan Sundheim$328K

Q4 '257 owners · $398.4M

INCREASEDWilliam Von Mueffling$321.4M

REDUCEDChuck Akre$44.8M

INCREASEDRay Dalio$15.1M

REDUCEDChristopher Davis$11.2M

INCREASEDFPA Queens Road$5.1M

REDUCEDMairs & Power$355K

REDUCEDDan Sundheim$332K

Q3 '258 owners · $459.4M

REDUCEDWilliam Von Mueffling$349.2M

REDUCEDChuck Akre$85.2M

REDUCEDChristopher Davis$12.6M

REDUCEDRay Dalio$5.7M

INCREASEDFPA Queens Road$5.5M

NEWMairs & Power$583K

INCREASEDDan Sundheim$387K

REDUCEDTorray LLC$235K

SOLDAndreas Halvorsen

Q2 '258 owners · $1.25B

REDUCEDAndreas Halvorsen$618.2M

REDUCEDWilliam Von Mueffling$405.8M

INCREASEDChuck Akre$202.3M

INCREASEDChristopher Davis$20.3M

INCREASEDFPA Queens Road$6.2M

INCREASEDRay Dalio$766K

REDUCEDTorray LLC$642K

INCREASEDDan Sundheim$443K

SOLDMairs & Power

Q1 '259 owners · $1.19B

REDUCEDChuck Akre$563.4M

NEWWilliam Von Mueffling$411.1M

REDUCEDAndreas Halvorsen$182.5M

REDUCEDChristopher Davis$19.4M

REDUCEDTorray LLC$10.5M

INCREASEDFPA Queens Road$5.7M

INCREASEDRay Dalio$692K

REDUCEDDan Sundheim$434K

Q4 '248 owners · $1.21B

REDUCEDChuck Akre$1.01B

NEWAndreas Halvorsen$164.6M

INCREASEDChristopher Davis$16.4M

NEWTorray LLC$9.0M

NEWFPA Queens Road$4.6M

NEWDan Sundheim$372K

NEWRay Dalio$354K

💰 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

3%analyst est. 3.3%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

42.6%current: 42.6%

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

AMT: Held by 7 superinvestors · 23 congress member trades

$1,001 - $15,0002025-11-19

$1,001 - $15,0002025-11-10

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

$1,001 - $15,0002025-10-07

$1,001 - $15,0002025-08-01

SELLRitchie TorresD

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

$1,001 - $15,0002025-07-02

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

$1,001 - $15,0002025-04-09

BUYRob BresnahanR

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

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

SELLDwight EvansD

$1,001 - $15,0002025-04-03

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

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-02-19

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

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

SELLJulie JohnsonD

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

$1,001 - $15,0002024-11-18

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