← Top Holdings

QUADQUAD / GRAPHICS INC

CUSIP: 747301109

1

Guru Owners

$17.2M

Total Value Held

2.7M

Total Shares

$17.2M
6.05%

📊 Fundamentals

Market Cap$390.9M
P/E Ratio13.1x
Below market avg
Forward P/E5.6x
P/FCF29.5x
EPS (TTM)$0.57
Revenue (TTM)$2.4B
Profit Margin1.12%
Div Yield5.28%
Beta1.15

52-Week Range

$4.50
$7.75

Current: $7.48

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 13.1x trailing earnings → 5.6x forward · 1.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$4.4M$8.8M$13.2M$17.6MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $17.2M
INCREASEDBill Miller$17.2M
Q3 '251 owners · $16.4M
REDUCEDBill Miller$16.4M
Q2 '251 owners · $15.3M
INCREASEDBill Miller$15.3M
Q1 '251 owners · $14.0M
INCREASEDBill Miller$14.0M
Q4 '241 owners · $17.6M
INCREASEDBill Miller$17.6M
Q3 '241 owners · $8.6M
INCREASEDBill Miller$8.6M

💰 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
0%analyst est. -1.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
1.0%current: 0.5%
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

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