First Eagle opened LNN · Lindsay Corporation
$8M · 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.
$110 now
OUR VALUE
$110 today
low $50mid $67high $84
3 models, as of 2026-11-10.
Priced past our value: the move has played out.
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