WRBYWARBY PARKER INC

CUSIP: 93403J106

Guru Owners

$160.7M

Total Value Held

7.4M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Henry Ellenbogen	Durable Capital Partners	7310605	$159.3M	1.51%	$21.79	Q4 2025
Tom Russo	Gardner Russo & Gardner	65000	$1.4M	0.01%	$21.79	Q4 2025

Henry Ellenbogen

$159.3M

1.51%

Tom Russo

$1.4M

0.01%

📊 Fundamentals

Market Cap$3.1B

P/E Ratio2528.0x

Above market avg

Forward P/E37.7x

P/FCF94.9x

EPS (TTM)$0.01

Revenue (TTM)$871.9M

Profit Margin0.19%

Beta2.06

52-Week Range

$13.63

$31.00

Current: $25.28

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 2528.0x trailing earnings → 37.7x forward · 0.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $160.7M

REDUCEDHenry Ellenbogen$159.3M

INCREASEDTom Russo$1.4M

SOLDLee Ainslie

SOLDPolen Capital

Q3 '254 owners · $249.2M

REDUCEDHenry Ellenbogen$241.4M

REDUCEDLee Ainslie$4.2M

INCREASEDPolen Capital$1.8M

INCREASEDTom Russo$1.7M

Q2 '254 owners · $218.0M

INCREASEDHenry Ellenbogen$210.5M

NEWLee Ainslie$3.9M

REDUCEDPolen Capital$2.3M

INCREASEDTom Russo$1.3M

SOLDDan Sundheim

Q1 '254 owners · $194.5M

REDUCEDHenry Ellenbogen$186.2M

NEWDan Sundheim$4.7M

NEWPolen Capital$2.7M

NEWTom Russo$942K

Q4 '241 owners · $218.3M

INCREASEDHenry Ellenbogen$218.3M

Q3 '241 owners · $133.5M

INCREASEDHenry Ellenbogen$133.5M

SOLDLee Ainslie

💰 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

16%analyst est. 15.9%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

3.7%current: 3.7%

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