← Top Holdings
MHOM/I HOMES
CUSIP: 55305B101
1
Guru Owners
$182.5M
Total Value Held
1.5M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| First Eagle Investment Management | 1490038 | $182.5M | 3.28% | $122.45 | Q1 2026 |
📊 Fundamentals
Market Cap$3.8B
P/E Ratio11.0x
Below market avg
Forward P/E9.6x
P/FCF21.9x
EPS (TTM)$13.31
Revenue (TTM)$4.4B
Profit Margin8.24%
Beta1.60
52-Week Range
$112.64
$163.66
Current: $146.66
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 11.0x trailing earnings → 9.6x forward · 8.2% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '261 owners · $182.5M
SOLDRay Dalio
Q4 '252 owners · $188.6M
Q3 '252 owners · $203.2M
Q2 '252 owners · $170.7M
Q1 '252 owners · $156.0M
Q4 '242 owners · $158.2M
💰 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
9%analyst est. 9.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
4.0%current: 4.0%
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