Andrew Wellington added NXPI · NXP Semiconductors N.V.
$299M · now 4.0% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 13
44 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.
$261 now
OUR VALUE
$261 today
low $190mid $254high $317
3 models, as of 2026-11-13.
Fairly priced now: inside our value range. The easy part has happened.
Margin of Safety Weekly
Every Saturday: the market’s temperature, what the great investors filed, and the week’s research.