← Top Holdings
ICLRICON PLC
CUSIP: G4705A100
5
Guru Owners
$964.5M
Total Value Held
5.3M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Harris Associates | 2510166 | $457.4M | 0.58% | $182.22 | Q4 2025 | |
| Ruane, Cunniff & Goldfarb | 1679590 | $306.1M | 4.78% | $182.22 | Q4 2025 | |
| First Pacific Advisors | 980804 | $178.7M | 2.35% | $182.22 | Q4 2025 | |
| Polen Capital Management | 105206 | $19.2M | 0.08% | $182.22 | Q4 2025 | |
| Greenhaven Associates | 17394 | $3.2M | 0.05% | $182.22 | Q4 2025 |
📊 Fundamentals
Market Cap$8.9B
P/E Ratio15.4x
Near market avg
Forward P/E9.3x
P/FCF9.6x
EPS (TTM)$7.43
Revenue (TTM)$8.1B
Profit Margin7.40%
Beta1.28
52-Week Range
$66.57
$211.00
Current: $114.10
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 15.4x trailing earnings → 9.3x forward · 7.4% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '255 owners · $964.5M
SOLDGlenn Greenberg
Q3 '256 owners · $959.3M
SOLDSeth Klarman
SOLDLee Ainslie
Q2 '259 owners · $836.0M
Q1 '256 owners · $498.8M
Q4 '243 owners · $266.4M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
0%analyst est. -0.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
11.4%current: 11.4%
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