ICLRICON PLC

CUSIP: G4705A100

Guru Owners

$763.5M

Total Value Held

4.2M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Bill Nygren	Harris Associates	2510166	$457.4M	0.58%	$182.22	Q4 2025
Sequoia Fund	Ruane, Cunniff & Goldfarb	1679590	$306.1M	4.78%	$182.22	Q4 2025

Bill Nygren

$457.4M

0.58%

Sequoia Fund

$306.1M

4.78%

📊 Fundamentals

Market Cap$8.3B

P/E Ratio14.4x

Below market avg

Forward P/E8.5x

P/FCF9.0x

EPS (TTM)$7.42

Revenue (TTM)$8.1B

Profit Margin7.40%

Beta1.34

52-Week Range

$66.57

$211.00

Current: $107.20

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 14.4x trailing earnings → 8.5x forward · 7.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $763.5M

INCREASEDBill Nygren$457.4M

REDUCEDSequoia Fund$306.1M

SOLDGlenn Greenberg

Q3 '253 owners · $708.1M

INCREASEDBill Nygren$409.9M

REDUCEDSequoia Fund$297.7M

REDUCEDGlenn Greenberg$525K

SOLDSeth Klarman

SOLDLee Ainslie

Q2 '255 owners · $547.0M

INCREASEDSequoia Fund$248.5M

NEWBill Nygren$238.3M

Q1 '254 owners · $292.0M

REDUCEDSequoia Fund$219.5M

NEWSeth Klarman$70.9M

INCREASEDGlenn Greenberg$875K

INCREASEDLee Ainslie$753K

Q4 '243 owners · $266.4M

No changes

💰 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

0%analyst est. -0.5%

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