← Top Holdings
WCCWESCO INTL INC
CUSIP: 95082P105
3
Guru Owners
$440.1M
Total Value Held
1.8M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Baupost Group | 1418831 | $347.1M | 6.58% | $244.64 | Q4 2025 | |
| Davis Selected Advisers | 364502 | $89.2M | 0.40% | $244.64 | Q4 2025 | |
| Olstein Capital Management | 15500 | $3.8M | 0.78% | $244.65 | Q4 2025 |
📊 Fundamentals
Market Cap$12.9B
P/E Ratio20.2x
Near market avg
Forward P/E14.4x
EPS (TTM)$13.05
Revenue (TTM)$23.5B
Profit Margin2.72%
Div Yield0.76%
Beta1.45
52-Week Range
$125.21
$319.68
Current: $264.13
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 20.2x trailing earnings → 14.4x forward · 2.7% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '253 owners · $440.1M
Q3 '254 owners · $385.1M
SOLDAlex Roepers
SOLDLee Ainslie
Q2 '255 owners · $478.2M
Q1 '254 owners · $363.0M
Q4 '244 owners · $318.9M
SOLDLee Ainslie
SOLDRay Dalio
Q3 '246 owners · $299.2M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
6%analyst est. 5.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -0.0%
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
WCC: Held by 3 superinvestors · 1 congress member trade
$1,001 - $15,0002025-06-23