← Top Holdings

THOTHOR INDS INC

CUSIP: 885160101

1

Guru Owners

$108.9M

Total Value Held

1.1M

Total Shares

$108.9M
0.14%

📊 Fundamentals

Market Cap$4.2B
P/E Ratio14.1x
Below market avg
Forward P/E14.1x
P/FCF33.6x
EPS (TTM)$5.63
Revenue (TTM)$9.9B
Profit Margin3.02%
Div Yield2.56%
Beta1.45

52-Week Range

$69.29
$122.83

Current: $79.37

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 14.1x trailing earnings → 14.1x forward · 3.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$29.5M$58.9M$88.4M$117.9MQ1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $108.9M
REDUCEDBill Nygren$108.9M
Q3 '252 owners · $113.4M
REDUCEDBill Nygren$112.2M
NEWRay Dalio$1.2M
Q2 '251 owners · $117.9M
REDUCEDBill Nygren$117.9M
Q1 '251 owners · $111.4M

No changes

💰 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
5%analyst est. 5.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
1.3%current: 1.3%
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