Donald Yacktman added DIS · WALT DISNEY CO/
$146M · now 1.7% of the portfolio
TRADED BY
Sep 30
FILED
Nov 2
YOU SEE IT
Nov 2
33 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.
$113 now
OUR VALUE
$113 today
low $59mid $79high $99
3 models, as of 2026-11-02.
Priced past our value: the move has played out.
Margin of Safety Weekly
Every Saturday: the market’s temperature, what the great investors filed, and the week’s research.