LMBLIMBACH HLDGS INC

CUSIP: 53263P105

Guru Owners

$459K

Total Value Held

5,892

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	5892	$459K	0.00%	$77.85	Q4 2025

Polen Capital

$459K

0.00%

📊 Fundamentals

Market Cap$980.8M

P/E Ratio27.8x

Above market avg

Forward P/E17.0x

P/FCF38.9x

EPS (TTM)$3.03

Revenue (TTM)$646.8M

Profit Margin6.04%

Beta1.37

52-Week Range

$63.02

$154.05

Current: $84.36

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 27.8x trailing earnings → 17.0x forward · 6.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $459K

INCREASEDPolen Capital$459K

Q3 '251 owners · $1.5M

INCREASEDPolen Capital$1.5M

Q2 '251 owners · $2.2M

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

6%analyst est. 5.9%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

3.9%current: 3.9%

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