First Eagle opened WAY · Waystar Holding Corp.
$12M · now <0.1% 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.
$29 now
OUR VALUE
$29 today
low $25mid $33high $41
2 models, as of 2026-11-10.
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.