← Top Holdings
LMBLIMBACH HLDGS INC
CUSIP: 53263P105
2
Guru Owners
$8.4M
Total Value Held
108,131
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Makaira Partners | 102239 | $8.0M | 6.22% | $77.85 | Q4 2025 | |
| Polen Capital Management | 5892 | $459K | 0.00% | $77.85 | Q4 2025 |
📊 Fundamentals
Market Cap$1.2B
P/E Ratio30.7x
Above market avg
Forward P/E20.0x
P/FCF46.9x
EPS (TTM)$3.23
Revenue (TTM)$646.8M
Profit Margin6.04%
Beta1.43
52-Week Range
$65.08
$154.05
Current: $99.17
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 30.7x trailing earnings → 20.0x forward · 6.0% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '252 owners · $8.4M
Q3 '252 owners · $6.6M
Q2 '252 owners · $9.5M
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
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