OSCROSCAR HEALTH INC

CUSIP: 687793109

Guru Owners

$198K

Total Value Held

13,755

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	13755	$198K	0.00%	$14.37	Q4 2025

Polen Capital

$198K

0.00%

📊 Fundamentals

Market Cap$4.2B

Forward P/E10.4x

P/FCF6.0x

EPS (TTM)$-1.69

Revenue (TTM)$11.7B

Profit Margin-3.79%

Beta1.90

52-Week Range

$11.20

$23.80

Current: $13.96

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $198K

REDUCEDPolen Capital$198K

Q3 '251 owners · $408K

REDUCEDPolen Capital$408K

SOLDLongleaf Partners

SOLDLee Ainslie

Q2 '253 owners · $24.5M

INCREASEDLongleaf Partners$18.9M

NEWLee Ainslie$4.6M

NEWPolen Capital$1.0M

Q1 '251 owners · $27.5M

REDUCEDLongleaf Partners$27.5M

SOLDAndreas Halvorsen

SOLDMichael Burry

Q4 '243 owners · $86.1M

INCREASEDLongleaf Partners$42.1M

REDUCEDAndreas Halvorsen$41.3M

NEWMichael Burry$2.7M

Q3 '242 owners · $174.6M

INCREASEDAndreas Halvorsen$130.9M

REDUCEDLongleaf Partners$43.6M

💰 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

1%analyst est. 0.7%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

6.0%current: 6.0%

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