Wally Weitz added TSM · Taiwan Semiconductor Manufacturing Company Limited
$23M · now 1.6% 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.
$407 now
OUR VALUE
$407 today
low $183mid $244high $305
2 models, as of 2026-11-12.
Priced past our value: the move has played out.
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