First Eagle trimmed GOOGL · Alphabet Inc.
$185M · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Aug 24
YOU SEE IT
Oct 24
55 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.
$320 now
OUR VALUE
$320 today
low $111mid $149high $186
3 models, as of 2026-10-24.
They sold above our value.
The Monday letter
One email a week: what great value investors bought and sold, and what we make of it.