François Rochon trimmed FIVE · Five Below, Inc.
$127M · now 4.4% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 12
43 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.
$249 now
OUR VALUE
$249 today
low $205mid $273high $342
3 models, as of 2026-11-12.
They sold inside our value range.
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