← Top Holdings

CECOCECO ENVIRONMENTAL CORP

CUSIP: 125141101

2

Guru Owners

$9.1M

Total Value Held

152,519

Total Shares

$8.5M
0.06%
$553K
0.00%

📊 Fundamentals

Market Cap$4.7B
P/E Ratio210.2x
Above market avg
Forward P/E28.1x
P/FCF424.6x
EPS (TTM)$0.38
Revenue (TTM)$803.6M
Profit Margin1.70%
Beta1.47

52-Week Range

$29.68
$101.24

Current: $79.88

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 210.2x trailing earnings → 28.1x forward · 1.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$2.3M$4.5M$6.8M$9.1MQ2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $9.1M
REDUCEDPolen Capital$8.5M
NEWRay Dalio$553K
Q4 '251 owners · $4.2M
INCREASEDPolen Capital$4.2M
Q3 '251 owners · $3.1M
INCREASEDPolen Capital$3.1M
Q2 '251 owners · $519K

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
34%analyst est. 34.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
1.4%current: 1.4%
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