← Top Holdings

MSGEMADISON SQUARE GARDEN ENTMT

CUSIP: 558256103

1

Guru Owners

$370.8M

Total Value Held

6.9M

Total Shares

$370.8M
4.01%

📊 Fundamentals

Market Cap$2.9B
P/E Ratio56.1x
Above market avg
Forward P/E23.8x
P/FCF15.2x
EPS (TTM)$1.09
Revenue (TTM)$1.0B
Profit Margin5.12%
Beta0.49

52-Week Range

$30.00
$65.26

Current: $61.17

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 56.1x trailing earnings → 23.8x forward · 5.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$92.7M$185.4M$278.1M$370.8MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $370.8M
REDUCEDJohn Rogers$370.8M
SOLDLee Ainslie
SOLDRay Dalio
Q3 '253 owners · $355.3M
REDUCEDJohn Rogers$350.0M
NEWLee Ainslie$3.4M
NEWRay Dalio$1.8M
Q2 '251 owners · $315.6M
INCREASEDJohn Rogers$315.6M
SOLDLee Ainslie
Q1 '252 owners · $255.2M
INCREASEDJohn Rogers$254.6M
REDUCEDLee Ainslie$589K
Q4 '242 owners · $271.0M
INCREASEDJohn Rogers$270.7M
INCREASEDLee Ainslie$292K
Q3 '242 owners · $284.2M
INCREASEDJohn Rogers$282.4M
REDUCEDLee Ainslie$1.8M
SOLDStanley Druckenmiller

💰 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
7%analyst est. 6.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
18.7%current: 18.7%
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

MSGE: Held by 1 superinvestors · 2 congress member trades

BUYGil CisnerosD
$1,001 - $15,0002025-04-08
BUYGil CisnerosD
$15,001 - $50,0002025-04-04