BLCOBausch Plus Lomb Corp.

CUSIP: 071705107

Guru Owners

$120.2M

Total Value Held

7.0M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Carl Icahn	Icahn Capital Management	3500000	$59.8M	0.71%	$17.08	Q4 2025
Howard Marks	Oaktree Capital Management	3382739	$57.8M	0.82%	$17.08	Q4 2025
Lee Ainslie	Maverick Capital	152183	$2.6M	0.03%	$17.08	Q4 2025

Carl Icahn

$59.8M

0.71%

Howard Marks

$57.8M

0.82%

Lee Ainslie

$2.6M

0.03%

📊 Fundamentals

Market Cap$6.1B

Forward P/E16.1x

P/FCF42.8x

EPS (TTM)$-1.02

Revenue (TTM)$5.1B

Profit Margin-7.06%

Beta0.58

52-Week Range

$10.45

$18.91

Current: $17.06

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $120.2M

INCREASEDHoward Marks$57.8M

REDUCEDLee Ainslie$2.6M

Q3 '253 owners · $104.3M

INCREASEDHoward Marks$48.9M

NEWLee Ainslie$2.7M

Q2 '252 owners · $78.3M

NEWHoward Marks$32.8M

Q1 '251 owners · $50.8M

No changes

Q4 '241 owners · $63.2M

No changes

Q3 '241 owners · $67.5M

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

6%analyst est. 5.7%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

2.8%current: 2.8%

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