WWAYFAIR INC

CUSIP: 94419L101

Guru Owners

$11.3M

Total Value Held

112,324

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	85467	$8.6M	0.03%	$100.41	Q4 2025
Polen Capital	Polen Capital Management	26857	$2.7M	0.01%	$100.41	Q4 2025

Ray Dalio

$8.6M

0.03%

Polen Capital

$2.7M

0.01%

📊 Fundamentals

Market Cap$9.9B

Forward P/E20.8x

P/FCF25.8x

EPS (TTM)$-2.44

Revenue (TTM)$12.5B

Profit Margin-2.51%

Beta3.41

52-Week Range

$20.41

$119.98

Current: $75.72

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $11.3M

INCREASEDRay Dalio$8.6M

REDUCEDPolen Capital$2.7M

Q3 '252 owners · $9.0M

NEWRay Dalio$6.3M

INCREASEDPolen Capital$2.7M

SOLDLee Ainslie

Q2 '252 owners · $4.7M

INCREASEDLee Ainslie$3.8M

NEWPolen Capital$884K

SOLDRay Dalio

Q3 '242 owners · $45.6M

REDUCEDLee Ainslie$38.4M

NEWRay Dalio$7.2M

Q2 '241 owners · $38.1M

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

6%analyst est. 6.0%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

3.1%current: 3.1%

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