MHOM/I HOMES

CUSIP: 55305B101

Guru Owners

$188.6M

Total Value Held

1.5M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
First Eagle	First Eagle Investment Management	1463340	$187.2M	3.51%	$127.95	Q4 2025
Ray Dalio	Bridgewater Associates	10577	$1.4M	0.00%	$127.95	Q4 2025

First Eagle

$187.2M

3.51%

Ray Dalio

$1.4M

0.00%

📊 Fundamentals

Market Cap$3.4B

P/E Ratio9.1x

Below market avg

Forward P/E8.4x

EPS (TTM)$14.74

Revenue (TTM)$4.4B

Profit Margin8.24%

52-Week Range

$102.44

$158.92

Current: $133.64

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 9.1x trailing earnings → 8.4x forward · 8.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $188.6M

INCREASEDFirst Eagle$187.2M

REDUCEDRay Dalio$1.4M

Q3 '252 owners · $203.2M

REDUCEDFirst Eagle$199.5M

INCREASEDRay Dalio$3.6M

Q2 '252 owners · $170.7M

INCREASEDFirst Eagle$157.9M

REDUCEDRay Dalio$12.7M

Q1 '252 owners · $156.0M

INCREASEDFirst Eagle$146.5M

INCREASEDRay Dalio$9.5M

Q4 '242 owners · $158.2M

INCREASEDFirst Eagle$154.8M

INCREASEDRay Dalio$3.4M

Q3 '242 owners · $191.0M

REDUCEDFirst Eagle$188.2M

REDUCEDRay Dalio$2.8M

💰 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

8%analyst est. 7.7%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

7.9%current: 7.9%

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