← Top Holdings

CDPCOPT Defense Properties

CUSIP: 22002T108

1

Guru Owners

$8.2M

Total Value Held

294,740

Total Shares

📊 Fundamentals

Market Cap$3.7B
P/E Ratio24.1x
Near market avg
Forward P/E22.7x
P/FCF14.8x
EPS (TTM)$1.34
Revenue (TTM)$766.7M
Profit Margin19.87%
Div Yield3.81%
Beta0.88

52-Week Range

$25.21
$32.96

Current: $32.23

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 24.1x trailing earnings → 22.7x forward · 19.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$2.2M$4.4M$6.6M$8.8MQ2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $8.2M
REDUCEDChristopher Davis$8.2M
Q3 '251 owners · $8.8M
INCREASEDChristopher Davis$8.8M
Q2 '251 owners · $4.1M

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
4%analyst est. 3.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
32.7%current: 32.7%
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

CDP: Held by 1 superinvestors · 2 congress member trades

$1,001 - $15,0002025-07-16
$1,001 - $15,0002025-06-11