← Top Holdings

WCCWesco International, Inc.

CUSIP: 95082P105

6

Guru Owners

$142.8M

Total Value Held

2.0M

Total Shares

$104.3M
0.48%
$31.1M
0.10%
$1.5M
0.02%
$393K
7.69%
$283K
0.00%

📊 Fundamentals

Market Cap$15.0B
P/E Ratio22.5x
Near market avg
Forward P/E16.3x
P/FCF83.6x
EPS (TTM)$13.64
Revenue (TTM)$24.2B
Profit Margin2.79%
Div Yield0.65%
Beta1.54

52-Week Range

$194.19
$377.90

Current: $307.21

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 22.5x trailing earnings → 16.3x forward · 2.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$118.2M$236.4M$354.6M$472.8MQ4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '267 owners · $142.8M
INCREASEDChristopher Davis$104.3M
REDUCEDRichard Pzena$31.1M
NEWLee Ainslie$1.5M
INCREASEDSeth Klarman$393K
NEWRay Dalio$283K
REDUCEDRobert Olstein$4K
Q4 '255 owners · $472.8M
REDUCEDSeth Klarman$347.1M
INCREASEDChristopher Davis$89.2M
REDUCEDRichard Pzena$27.8M
REDUCEDRobert Olstein$3.8M
Q3 '256 owners · $116.8M
INCREASEDChristopher Davis$61.9M
REDUCEDRichard Pzena$45.1M
REDUCEDRobert Olstein$4.5M
NEWRay Dalio$798K
REDUCEDSeth Klarman$318K
Q2 '257 owners · $115.8M
INCREASEDChristopher Davis$53.8M
INCREASEDRobert Olstein$8.5M
INCREASEDSeth Klarman$409K
Q1 '257 owners · $90.5M
INCREASEDChristopher Davis$40.1M
NEWRichard Pzena$35.5M
INCREASEDRobert Olstein$6.4M
NEWLee Ainslie$817K
INCREASEDSeth Klarman$311K
Q4 '245 owners · $62.0M
INCREASEDChristopher Davis$46.5M
REDUCEDRobert Olstein$6.7M
INCREASEDAlex Roepers$5.9M
INCREASEDSeth Klarman$260K

💰 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
1.0%current: 0.7%
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

🏛️ Congressional Trades

WCC: Held by 6 superinvestors · 1 congress member trade

$1,001 - $15,0002025-06-23