GGGGRACO INC

CUSIP: 384109104

Guru Owners

$378.2M

Total Value Held

4.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Mairs & Power	Mairs & Power	3905582	$320.1M	3.08%	$81.97	Q4 2025
Terry Smith	Fundsmith	579016	$47.5M	0.28%	$81.97	Q4 2025
Ray Dalio	Bridgewater Associates	129755	$10.6M	0.04%	$81.97	Q4 2025

Mairs & Power

$320.1M

3.08%

Terry Smith

$47.5M

0.28%

Ray Dalio

$10.6M

0.04%

📊 Fundamentals

Market Cap$14.7B

P/E Ratio28.8x

Above market avg

Forward P/E25.6x

P/FCF28.4x

EPS (TTM)$3.08

Revenue (TTM)$2.2B

Profit Margin23.33%

Div Yield1.33%

Beta1.07

52-Week Range

$72.06

$95.69

Current: $88.55

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 28.8x trailing earnings → 25.6x forward · 23.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $378.2M

REDUCEDMairs & Power$320.1M

REDUCEDTerry Smith$47.5M

INCREASEDRay Dalio$10.6M

Q3 '253 owners · $419.7M

NEWMairs & Power$334.2M

REDUCEDRay Dalio$9.0M

Q2 '252 owners · $81.0M

INCREASEDTerry Smith$77.4M

NEWRay Dalio$3.6M

Q1 '251 owners · $95.2M

No changes

Q4 '241 owners · $96.1M

No changes

Q3 '241 owners · $99.7M

SOLDHenry Ellenbogen

💰 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

5%analyst est. 4.7%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

23.2%current: 23.2%

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

🏛️ Congressional Trades

GGG: Held by 3 superinvestors · 2 congress member trades

SELLLisa McClainR

$1,001 - $15,0002025-08-04

BUYLisa McClainR

$1,001 - $15,0002025-06-17