CROXCROCS INC

CUSIP: 227046109

Guru Owners

$72.6M

Total Value Held

848,426

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Li Lu	Himalaya Capital Management	628159	$53.7M	1.51%	$85.52	Q4 2025
Ray Dalio	Bridgewater Associates	211228	$18.1M	0.07%	$85.52	Q4 2025
Tweedy Browne	Tweedy Browne Company	9039	$773K	0.06%	$85.52	Q4 2025

Li Lu

$53.7M

1.51%

Ray Dalio

$18.1M

0.07%

Tweedy Browne

$773K

0.06%

📊 Fundamentals

Market Cap$4.5B

Forward P/E6.1x

P/FCF10.1x

EPS (TTM)$-1.50

Revenue (TTM)$4.0B

Profit Margin-2.01%

Beta1.54

52-Week Range

$73.21

$122.84

Current: $86.00

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 · $72.6M

NEWLi Lu$53.7M

REDUCEDRay Dalio$18.1M

INCREASEDTweedy Browne$773K

SOLDLee Ainslie

Q3 '253 owners · $34.5M

INCREASEDRay Dalio$27.8M

NEWLee Ainslie$6.1M

INCREASEDTweedy Browne$647K

Q2 '252 owners · $3.6M

INCREASEDRay Dalio$3.2M

NEWTweedy Browne$382K

SOLDLee Ainslie

Q1 '252 owners · $23.4M

REDUCEDRay Dalio$22.0M

REDUCEDLee Ainslie$1.4M

Q4 '242 owners · $24.7M

REDUCEDRay Dalio$23.1M

REDUCEDLee Ainslie$1.6M

Q3 '242 owners · $16.6M

INCREASEDRay Dalio$13.0M

REDUCEDLee Ainslie$3.6M

💰 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

2%analyst est. 2.3%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

11.0%current: 11.0%

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