First Eagle opened COLM · COLUMBIA SPORTSWEAR COMPANY
$3M · now 0.0% 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.
$72 now
OUR VALUE
$72 today
low $65mid $87high $109
3 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.