← Top Holdings

SPHRSPHERE ENTERTAINMENT CO

CUSIP: 55826T102

2

Guru Owners

$294.7M

Total Value Held

2.5M

Total Shares

$289.1M
3.24%
$5.7M
0.04%

📊 Fundamentals

Market Cap$5.6B
P/E Ratio52.7x
Above market avg
Forward P/E-127.7x
P/FCF13.3x
EPS (TTM)$2.97
Revenue (TTM)$1.3B
Profit Margin8.58%
Beta1.60

52-Week Range

$37.89
$174.60

Current: $156.48

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$94.2M$188.3M$282.5M$376.7MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $294.7M
REDUCEDJohn Rogers$289.1M
INCREASEDPolen Capital$5.7M
Q4 '252 owners · $303.5M
REDUCEDJohn Rogers$301.3M
Q3 '252 owners · $376.7M
REDUCEDJohn Rogers$372.4M
NEWRay Dalio$4.3M
Q2 '251 owners · $296.8M
INCREASEDJohn Rogers$296.8M
Q1 '251 owners · $206.1M
INCREASEDJohn Rogers$206.1M
Q4 '241 owners · $231.6M
INCREASEDJohn Rogers$231.6M

💰 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
2%analyst est. 1.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
31.7%current: 31.7%
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

SPHR Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker