← Top Holdings

LOMALoma Negra Cia Industrial Argentina SA

CUSIP: 54150E104

1

Guru Owners

$800K

Total Value Held

72,182

Total Shares

$800K
0.00%

📊 Fundamentals

Market Cap$1.3B
P/E Ratio56.6x
Above market avg
Forward P/E13.9x
EPS (TTM)$0.20
Revenue (TTM)$850.5B
Profit Margin4.25%
Beta0.69

52-Week Range

$7.04
$13.20

Current: $11.32

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 56.6x trailing earnings → 13.9x forward · 4.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$600K$1.2M$1.8M$2.4MQ4 '23Q1 '24Q2 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $800K
INCREASEDDodge & Cox$800K
Q4 '251 owners · $563K
INCREASEDDodge & Cox$563K
Q3 '251 owners · $268K
INCREASEDDodge & Cox$268K
SOLDPolen Capital
Q2 '252 owners · $2.4M
NEWPolen Capital$2.1M
INCREASEDDodge & Cox$341K
Q1 '251 owners · $340K

No changes

Q4 '241 owners · $369K
INCREASEDDodge & Cox$369K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
18%analyst est. 18.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -10.1%
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