Chris Davis added LYB · LyondellBasell Industries N.V.
$560M · now 2.4% of the portfolio
TRADED BY
Sep 30
FILED
Nov 10
YOU SEE IT
Nov 11
41 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$61 now
OUR VALUE
$61 today
low $73mid $97high $121
3 models, as of 2026-11-10.
Still worth a look: the price is 16% below our low estimate.
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