← Top Holdings

BRCCBRC INC

CUSIP: 05601U105

1

Guru Owners

$15.5M

Total Value Held

13.9M

Total Shares

$15.5M
3.95%

📊 Fundamentals

Market Cap$109.5M
Forward P/E31.3x
EPS (TTM)$-0.13
Revenue (TTM)$398.3M
Profit Margin-2.99%
Beta0.76

52-Week Range

$0.60
$2.40

Current: $0.94

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$19.7M$39.4M$59.1M$78.8MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $15.5M

No changes

Q3 '251 owners · $21.7M
INCREASEDGlenn Welling$21.7M
Q2 '251 owners · $17.7M

No changes

Q1 '251 owners · $28.3M

No changes

Q4 '241 owners · $42.9M

No changes

Q3 '241 owners · $46.3M
INCREASEDGlenn Welling$46.3M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
10%analyst est. 9.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -0.4%
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

BRCC Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker