← Top Holdings

SNXTD SYNNEX CORPORATION

CUSIP: 87162W100

3

Guru Owners

$588.3M

Total Value Held

3.5M

Total Shares

$515.2M
12.75%
$53.1M
1.68%
$20.1M
0.09%

📊 Fundamentals

Market Cap$18.8B
P/E Ratio16.9x
Near market avg
Forward P/E11.0x
P/FCF61.8x
EPS (TTM)$13.95
Revenue (TTM)$69.8B
Profit Margin1.63%
Div Yield0.81%
Beta1.43

52-Week Range

$139.23
$296.47

Current: $235.67

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 16.9x trailing earnings → 11.0x forward · 1.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$149.1M$298.2M$447.3M$596.4MQ1 '22Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $588.3M
REDUCEDGlenn Greenberg$515.2M
INCREASEDFPA Queens Road$53.1M
INCREASEDRay Dalio$20.1M
Q4 '253 owners · $538.5M
REDUCEDGlenn Greenberg$475.2M
INCREASEDFPA Queens Road$47.2M
REDUCEDRay Dalio$16.1M
Q3 '253 owners · $596.4M
REDUCEDGlenn Greenberg$536.3M
INCREASEDFPA Queens Road$51.3M
INCREASEDRay Dalio$8.8M
SOLDSarah Ketterer
Q2 '254 owners · $565.0M
REDUCEDGlenn Greenberg$511.4M
INCREASEDFPA Queens Road$42.5M
INCREASEDSarah Ketterer$8.5M
REDUCEDRay Dalio$2.6M
Q1 '254 owners · $490.6M
REDUCEDGlenn Greenberg$423.8M
INCREASEDFPA Queens Road$32.3M
INCREASEDRay Dalio$20.8M
NEWSarah Ketterer$13.7M
Q4 '243 owners · $543.9M
INCREASEDGlenn Greenberg$486.4M
NEWFPA Queens Road$35.9M
REDUCEDRay Dalio$21.6M

💰 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
7%analyst est. 7.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
1.0%current: 0.4%
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