GLPIGaming & Leisure Properties, Inc.

CUSIP: 36467J108

Guru Owners

$612.1M

Total Value Held

13.7M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	13589962	$607.3M	0.33%	$44.69	Q4 2025
Ray Dalio	Bridgewater Associates	105634	$4.7M	0.02%	$44.69	Q4 2025

Dodge & Cox

$607.3M

0.33%

Ray Dalio

$4.7M

0.02%

📊 Fundamentals

Market Cap$13.9B

P/E Ratio16.6x

Near market avg

Forward P/E14.8x

P/FCF26.6x

EPS (TTM)$2.95

Revenue (TTM)$1.6B

Profit Margin51.74%

Div Yield6.38%

Beta0.68

52-Week Range

$41.17

$52.24

Current: $48.91

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 16.6x trailing earnings → 14.8x forward · 51.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

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

Q3 '241 owners · $396.2M

INCREASEDDodge & Cox$396.2M

💰 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. 5.3%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

32.6%current: 32.6%

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