← Top Holdings

PLDPrologis, Inc.

CUSIP: 74340W103

5

Guru Owners

$69.5M

Total Value Held

526,114

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Christopher Davis	Davis Selected Advisers	182586	$24.1M	0.11%	$132.18	Q1 2026
Torray LLC	Torray LLC	133389	$17.6M	2.59%	$132.18	Q1 2026
Third Avenue Management	Third Avenue Management	125945	$16.6M	2.70%	$132.18	Q1 2026
FPA Queens Road	Bragg Financial Advisors	76380	$10.1M	0.32%	$132.18	Q1 2026
Ray Dalio	Bridgewater Associates	7814	$1.0M	0.00%	$132.18	Q1 2026

Christopher Davis

$24.1M

0.11%

$17.6M

2.59%

Third Avenue Management

$16.6M

2.70%

FPA Queens Road

$10.1M

0.32%

$1.0M

0.00%

📊 Fundamentals

Market Cap$137.0B

P/E Ratio36.1x

Above market avg

Forward P/E42.4x

P/FCF28.2x

EPS (TTM)$3.98

Revenue (TTM)$9.4B

Profit Margin39.65%

Div Yield2.98%

Beta1.34

52-Week Range

$103.41

$150.18

Current: $143.61

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 36.1x trailing earnings → 42.4x forward · 39.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '265 owners · $69.5M

INCREASEDChristopher Davis$24.1M

REDUCEDTorray LLC$17.6M

REDUCEDThird Avenue Management$16.6M

INCREASEDFPA Queens Road$10.1M

INCREASEDRay Dalio$1.0M

Q4 '255 owners · $71.8M

REDUCEDChristopher Davis$23.0M

INCREASEDTorray LLC$20.0M

INCREASEDThird Avenue Management$18.6M

REDUCEDFPA Queens Road$9.6M

INCREASEDRay Dalio$654K

Q3 '255 owners · $65.9M

INCREASEDChristopher Davis$22.7M

INCREASEDTorray LLC$17.2M

REDUCEDThird Avenue Management$16.9M

INCREASEDFPA Queens Road$8.7M

REDUCEDRay Dalio$426K

Q2 '255 owners · $52.0M

INCREASEDThird Avenue Management$15.3M

REDUCEDTorray LLC$14.7M

REDUCEDChristopher Davis$13.6M

INCREASEDFPA Queens Road$7.9M

REDUCEDRay Dalio$527K

Q1 '255 owners · $47.7M

REDUCEDChristopher Davis$19.2M

INCREASEDThird Avenue Management$14.4M

INCREASEDFPA Queens Road$8.3M

NEWTorray LLC$4.9M

REDUCEDRay Dalio$843K

Q4 '244 owners · $41.1M

REDUCEDChristopher Davis$18.9M

NEWFPA Queens Road$7.8M

INCREASEDRay Dalio$808K

💰 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

6%analyst est. 5.5%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

50.0%current: 51.8%

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

PLD: Held by 5 superinvestors · 22 congress member trades

BUYDavid TaylorR

$1,001 - $15,0002026-01-29

SELLDavid TaylorR

$1,001 - $15,0002026-01-16

$1,001 - $15,0002025-08-26

BUYDan NewhouseR

$1,001 - $15,0002025-08-18

BUYDavid TaylorR

$1,001 - $15,0002025-08-14

BUYDavid TaylorR

$1,001 - $15,0002025-08-07

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

BUYShelley Moore CapitoR

$1,001 - $15,0002025-08-01

$1,001 - $15,0002025-07-25

$1,001 - $15,0002025-07-01

BUYThomas Kean JrR

$1,001 - $15,0002025-06-30

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

SELLGil CisnerosD

$1,001 - $15,0002025-05-29

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

$1,001 - $15,0002025-05-19

BUYThomas Kean JrR

$1,001 - $15,0002025-04-24

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

$15,001 - $50,0002025-04-09

SELLJefferson ShreveR

$15,001 - $50,0002025-04-07

SELLJulie JohnsonD

$1,001 - $15,0002025-04-01

PLD Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker