← Top Holdings

WSTWEST PHARMACEUTICAL SVSC INC

CUSIP: 955306105

4

Guru Owners

$224.0M

Total Value Held

893,515

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Bill & Melinda Gates Foundation	Bill & Melinda Gates Foundation Trust	444500	$111.4M	0.35%	$250.64	Q1 2026
Andreas Halvorsen	Viking Global Investors	416948	$104.5M	0.29%	$250.64	Q1 2026
Ray Dalio	Bridgewater Associates	23161	$5.8M	0.03%	$250.64	Q1 2026
Hillman Value Fund	Hillman Capital Management	8906	$2.2M	1.55%	$250.64	Q1 2026

Bill & Melinda Gates Foundation

$111.4M

0.35%

Andreas Halvorsen

$104.5M

0.29%

$5.8M

0.03%

Hillman Value Fund

$2.2M

1.55%

📊 Fundamentals

Market Cap$25.1B

P/E Ratio47.5x

Above market avg

Forward P/E37.1x

P/FCF91.1x

EPS (TTM)$7.48

Revenue (TTM)$3.2B

Profit Margin16.85%

Div Yield0.25%

Beta1.16

52-Week Range

$206.80

$367.66

Current: $355.44

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 47.5x trailing earnings → 37.1x forward · 16.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '264 owners · $224.0M

INCREASEDAndreas Halvorsen$104.5M

REDUCEDRay Dalio$5.8M

Q4 '254 owners · $207.0M

NEWAndreas Halvorsen$81.2M

INCREASEDHillman Value Fund$2.5M

NEWRay Dalio$1.1M

SOLDHenry Ellenbogen

Q3 '253 owners · $426.9M

INCREASEDHenry Ellenbogen$307.6M

NEWHillman Value Fund$2.7M

Q2 '252 owners · $325.0M

REDUCEDHenry Ellenbogen$227.7M

Q1 '252 owners · $451.7M

REDUCEDHenry Ellenbogen$352.2M

NEWBill & Melinda Gates Foundation$99.5M

Q4 '241 owners · $208.8M

INCREASEDHenry Ellenbogen$208.8M

💰 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. 6.1%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

8.6%current: 8.6%

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

WST: Held by 4 superinvestors · 12 congress member trades

SELLLisa McClainR

$1,001 - $15,0002025-07-22

BUYLisa McClainR

$1,001 - $15,0002025-06-17

$1,001 - $15,0002025-05-19

$1,001 - $15,0002025-04-23

SELLRob BresnahanR

$1,001 - $15,0002025-04-08

$1,001 - $15,0002025-03-12

BUYRob BresnahanR

$1,001 - $15,0002025-02-25

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

SELLJared MoskowitzD

$1,001 - $15,0002025-02-13

SELLJared MoskowitzD

$1,001 - $15,0002024-11-08

$1,001 - $15,0002024-10-14

$1,001 - $15,0002024-10-11