← Top Holdings

FSVFirstService Corp.

CUSIP: 33767E202

2

Guru Owners

$7.3M

Total Value Held

52,224

Total Shares

$7.0M
1.14%
$246K
0.00%

📊 Fundamentals

Market Cap$6.6B
P/E Ratio40.7x
Above market avg
Forward P/E21.5x
P/FCF19.2x
EPS (TTM)$3.55
Revenue (TTM)$5.6B
Profit Margin2.92%
Div Yield0.84%
Beta0.90

52-Week Range

$119.41
$209.66

Current: $144.60

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 40.7x trailing earnings → 21.5x forward · 2.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$154.2M$308.5M$462.7M$616.9MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $7.3M
INCREASEDThird Avenue Management$7.0M
NEWRay Dalio$246K
SOLDHenry Ellenbogen
Q4 '252 owners · $70.8M
INCREASEDHenry Ellenbogen$67.9M
NEWThird Avenue Management$2.9M
Q3 '251 owners · $365.2M
INCREASEDHenry Ellenbogen$365.2M
SOLDPolen Capital
Q2 '252 owners · $343.3M
REDUCEDHenry Ellenbogen$342.9M
REDUCEDPolen Capital$392K
Q1 '252 owners · $362.8M
REDUCEDHenry Ellenbogen$357.9M
NEWPolen Capital$4.9M
Q4 '241 owners · $466.0M
REDUCEDHenry Ellenbogen$466.0M

💰 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. 6.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
6.2%current: 6.2%
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