First Eagle trimmed MICC · Magnum Ice Cream Co N.V.
$405M · now 0.6% of the portfolio
TRADED BY
Sep 30
FILED
Nov 10
YOU SEE IT
Nov 10
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.
$20 now
OUR VALUE
$20 today
low $8mid $11high $14
3 models, as of 2026-11-10.
They sold above our value.
Margin of Safety Weekly
Every Saturday: the market’s temperature, what the great investors filed, and the week’s research.