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MARMARRIOTT INTL INC NEW

CUSIP: 571903202

8

Guru Owners

$1.44B

Total Value Held

4.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Terry Smith	Fundsmith	3979927	$1.23B	7.21%	$310.24	Q4 2025
Steven Romick	First Pacific Advisors	389857	$120.9M	1.59%	$310.24	Q4 2025
Howard MarksPUT	Oaktree Capital Management	150000	$46.5M	0.66%	$310.24	Q4 2025
Tom Gayner	Markel Group	89750	$27.8M	0.22%	$310.24	Q4 2025
Lee Ainslie	Maverick Capital	6955	$2.2M	0.02%	$310.24	Q4 2025
Ray Dalio	Bridgewater Associates	6161	$1.9M	0.01%	$310.24	Q4 2025
FPA Queens Road	Bragg Financial Advisors	2867	$889K	0.03%	$310.24	Q4 2025
Glenn Greenberg	Brave Warrior Advisors	1194	$370K	0.01%	$310.24	Q4 2025

$1.23B

7.21%

$120.9M

1.59%

Howard MarksPUT

$46.5M

0.66%

$27.8M

0.22%

$2.2M

0.02%

$1.9M

0.01%

FPA Queens Road

$889K

0.03%

Glenn Greenberg

$370K

0.01%

📊 Fundamentals

Market Cap$99.2B

P/E Ratio39.3x

Above market avg

Forward P/E28.7x

P/FCF59.3x

EPS (TTM)$9.51

Revenue (TTM)$7.0B

Profit Margin37.25%

Div Yield0.71%

Beta1.10

52-Week Range

$216.98

$380.00

Current: $374.18

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 39.3x trailing earnings → 28.7x forward · 37.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '258 owners · $1.44B

REDUCEDTerry Smith$1.23B

REDUCEDSteven Romick$120.9M

INCREASEDTom Gayner$27.8M

NEWLee Ainslie$2.2M

INCREASEDRay Dalio$1.9M

Q3 '257 owners · $1.29B

REDUCEDTerry Smith$1.10B

INCREASEDSteven Romick$117.4M

NEWHoward Marks$39.1M

INCREASEDTom Gayner$19.1M

NEWRay Dalio$10.8M

REDUCEDFPA Queens Road$747K

SOLDLee Ainslie

Q2 '256 owners · $1.30B

REDUCEDTerry Smith$1.16B

INCREASEDSteven Romick$123.1M

INCREASEDTom Gayner$16.5M

NEWLee Ainslie$1.2M

INCREASEDFPA Queens Road$785K

SOLDJensen Investment Management

Q1 '256 owners · $1.13B

REDUCEDTerry Smith$1.01B

NEWSteven Romick$106.0M

INCREASEDTom Gayner$12.4M

NEWJensen Investment Management$707K

NEWFPA Queens Road$683K

Q4 '243 owners · $1.20B

REDUCEDTerry Smith$1.19B

INCREASEDTom Gayner$13.1M

Q3 '243 owners · $1.07B

INCREASEDTerry Smith$1.06B

INCREASEDTom Gayner$8.9M

SOLDLee Ainslie

💰 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

24.0%current: 24.0%

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

MAR: Held by 8 superinvestors · 14 congress member trades

$1,001 - $15,0002025-11-03

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

$1,001 - $15,0002025-06-23

$1,001 - $15,0002025-05-28

$1,001 - $15,0002025-04-23

$1,001 - $15,0002025-03-14

$1,001 - $15,0002025-03-06

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-02-19

$1,001 - $15,0002025-01-22

$1,001 - $15,0002025-01-17

$1,001 - $15,0002024-11-12

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

SELLMichael McCaulR

$100,001 - $250,0002024-03-25