← Top Holdings

BELFBBEL FUSE INC

CUSIP: 077347300

1

Guru Owners

$8.6M

Total Value Held

43,339

Total Shares

$8.6M
0.06%

📊 Fundamentals

Market Cap$3.6B
P/E Ratio66.7x
Above market avg
Forward P/E24.8x
P/FCF56.3x
EPS (TTM)$3.77
Revenue (TTM)$701.7M
Profit Margin7.84%
Div Yield0.11%
Beta1.38

52-Week Range

$95.45
$335.29

Current: $251.53

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 66.7x trailing earnings → 24.8x forward · 7.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$6.5M$13.0M$19.5M$26.0MQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $8.6M
INCREASEDPolen Capital$8.6M
SOLDTom Bancroft
Q4 '252 owners · $13.2M
INCREASEDTom Bancroft$9.3M
INCREASEDPolen Capital$3.8M
Q3 '252 owners · $16.9M
REDUCEDTom Bancroft$14.1M
REDUCEDPolen Capital$2.8M
Q2 '252 owners · $26.0M
NEWPolen Capital$2.0M
Q1 '251 owners · $18.4M

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
7%analyst est. 6.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
9.1%current: 9.1%
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