← Top Holdings

ITGARTNER INC

CUSIP: 366651107

4

Guru Owners

$264.0M

Total Value Held

1.0M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Bill Nygren	Harris Associates	963984	$243.2M	0.31%	$252.28	Q4 2025
Ray Dalio	Bridgewater Associates	49174	$12.4M	0.05%	$252.28	Q4 2025
Wallace Weitz	Weitz Investment Management	24425	$6.2M	0.37%	$252.28	Q4 2025
Polen Capital	Polen Capital Management	8753	$2.2M	0.01%	$252.29	Q4 2025

$243.2M

0.31%

$12.4M

0.05%

$6.2M

0.37%

$2.2M

0.01%

📊 Fundamentals

Market Cap$11.2B

P/E Ratio16.4x

Near market avg

Forward P/E10.8x

P/FCF12.1x

EPS (TTM)$9.66

Revenue (TTM)$6.5B

Profit Margin11.22%

Beta1.04

52-Week Range

$139.18

$451.73

Current: $158.68

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 16.4x trailing earnings → 10.8x forward · 11.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '254 owners · $264.0M

NEWBill Nygren$243.2M

REDUCEDRay Dalio$12.4M

INCREASEDWallace Weitz$6.2M

REDUCEDPolen Capital$2.2M

Q3 '253 owners · $46.4M

REDUCEDWallace Weitz$28.2M

NEWRay Dalio$15.7M

INCREASEDPolen Capital$2.4M

Q2 '253 owners · $352.8M

REDUCEDPolen Capital$315.0M

Q1 '254 owners · $394.6M

NEWPolen Capital$350.7M

INCREASEDWallace Weitz$36.9M

REDUCEDRay Dalio$4.6M

Q4 '243 owners · $36.1M

NEWRay Dalio$2.1M

Q3 '243 owners · $35.7M

NEWDavid Katz$203K

💰 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

14.2%current: 14.2%

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

IT: Held by 4 superinvestors · 12 congress member trades

SELLLisa McClainR

$1,001 - $15,0002025-10-31

BUYLisa McClainR

$1,001 - $15,0002025-10-30

SELLLisa McClainR

$1,001 - $15,0002025-10-30

$1,001 - $15,0002025-08-26

$1,001 - $15,0002025-07-25

SELLLisa McClainR

$1,001 - $15,0002025-07-22

BUYLisa McClainR

$1,001 - $15,0002025-07-16

$1,001 - $15,0002025-06-26

SELLRob BresnahanR

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

SELLByron DonaldsR

$1,001 - $15,0002025-03-20

$1,001 - $15,0002024-10-29

BUYByron DonaldsR

$1,001 - $15,0002023-02-24

IT Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker