← Top Holdings

GLPIGaming & Leisure Properties, Inc.

CUSIP: 36467J108

1

Guru Owners

$597.1M

Total Value Held

13.5M

Total Shares

$597.1M
0.33%

📊 Fundamentals

Market Cap$12.5B
P/E Ratio13.9x
Below market avg
Forward P/E13.2x
P/FCF25.7x
EPS (TTM)$3.17
Revenue (TTM)$1.6B
Profit Margin55.06%
Div Yield7.45%
Beta0.69

52-Week Range

$41.17
$49.95

Current: $44.07

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 13.9x trailing earnings → 13.2x forward · 55.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$171.9M$343.8M$515.7M$687.6MQ4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $597.1M
REDUCEDDodge & Cox$597.1M
SOLDRay Dalio
Q4 '252 owners · $612.1M
INCREASEDDodge & Cox$607.3M
REDUCEDRay Dalio$4.7M
Q3 '252 owners · $634.7M
REDUCEDDodge & Cox$633.1M
NEWRay Dalio$1.6M
Q2 '251 owners · $635.7M
INCREASEDDodge & Cox$635.7M
Q1 '251 owners · $687.6M
INCREASEDDodge & Cox$687.6M
Q4 '241 owners · $650.1M
REDUCEDDodge & Cox$650.1M

💰 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. 6.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
30.0%current: 30.0%
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