WABWabtec

CUSIP: 929740108

Guru Owners

$70.8M

Total Value Held

331,520

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Stanley Druckenmiller	Duquesne Family Office	300110	$64.1M	1.43%	$213.45	Q4 2025
Ray Dalio	Bridgewater Associates	26173	$5.6M	0.02%	$213.45	Q4 2025
Mairs & Power	Mairs & Power	5237	$1.1M	0.01%	$213.45	Q4 2025

Stanley Druckenmiller

$64.1M

1.43%

Ray Dalio

$5.6M

0.02%

Mairs & Power

$1.1M

0.01%

📊 Fundamentals

Market Cap$41.8B

P/E Ratio35.8x

Above market avg

Forward P/E20.7x

P/FCF34.2x

EPS (TTM)$6.83

Revenue (TTM)$11.2B

Profit Margin10.48%

Div Yield0.43%

Beta0.98

52-Week Range

$151.81

$266.27

Current: $244.68

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 35.8x trailing earnings → 20.7x forward · 10.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $70.8M

REDUCEDStanley Druckenmiller$64.1M

REDUCEDRay Dalio$5.6M

REDUCEDMairs & Power$1.1M

Q3 '253 owners · $75.0M

INCREASEDStanley Druckenmiller$60.6M

NEWRay Dalio$13.3M

NEWMairs & Power$1.1M

Q2 '251 owners · $35.7M

REDUCEDStanley Druckenmiller$35.7M

SOLDRay Dalio

Q1 '252 owners · $59.1M

INCREASEDStanley Druckenmiller$54.6M

INCREASEDRay Dalio$4.5M

Q4 '242 owners · $56.8M

INCREASEDStanley Druckenmiller$53.1M

REDUCEDRay Dalio$3.7M

Q3 '242 owners · $33.0M

INCREASEDStanley Druckenmiller$32.7M

REDUCEDRay Dalio$363K

💰 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

11.0%current: 11.0%

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

🏛️ Congressional Trades

WAB: Held by 3 superinvestors · 16 congress member trades

SELLApril McClain DelaneyD

$1,001 - $15,0002026-01-30

SELLApril McClain DelaneyD

$1,001 - $15,0002026-01-22

SELLApril McClain DelaneyD

$1,001 - $15,0002026-01-14

SELLRob BresnahanR

$1,001 - $15,0002025-05-15

SELLRo KhannaD

$1,001 - $15,0002025-04-15

BUYRo KhannaD

$1,001 - $15,0002025-04-09

SELLApril McClain DelaneyD

$1,001 - $15,0002025-03-25

SELLRo KhannaD

$1,001 - $15,0002025-02-19

BUYMarkwayne MullinR

$1,001 - $15,0002025-02-03

BUYRo KhannaD

$1,001 - $15,0002025-01-22

BUYRo KhannaD

$1,001 - $15,0002025-01-17

SELLRob BresnahanR

$1,001 - $15,0002025-01-13

SELLGil CisnerosD

$15,001 - $50,0002025-01-13

SELLGil CisnerosD

$1,001 - $15,0002025-01-07

BUYMarkwayne MullinR

$15,001 - $50,0002025-01-02

BUYVal HoyleD

$1,001 - $15,0002024-10-29