← Top Holdings
BELFBBEL FUSE INC
CUSIP: 077347300
2
Guru Owners
$13.2M
Total Value Held
77,522
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Makaira Partners | 55000 | $9.3M | 7.29% | $169.63 | Q4 2025 | |
| Polen Capital Management | 22522 | $3.8M | 0.02% | $169.63 | Q4 2025 |
📊 Fundamentals
Market Cap$3.6B
P/E Ratio67.5x
Above market avg
Forward P/E27.9x
P/FCF63.3x
EPS (TTM)$4.20
Revenue (TTM)$675.5M
Profit Margin9.11%
Div Yield0.11%
Beta1.25
52-Week Range
$67.50
$291.77
Current: $283.60
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 67.5x trailing earnings → 27.9x forward · 9.1% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '252 owners · $13.2M
Q3 '252 owners · $16.9M
Q2 '252 owners · $26.0M
Q1 '251 owners · $18.4M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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. 6.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
8.5%current: 8.5%
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