First Eagle opened MMSI · Merit Medical Systems, Inc.
$13M · 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.
$88 now
OUR VALUE
$88 today
low $60mid $80high $100
2 models, as of 2026-11-10.
Fairly priced now: inside our value range. The easy part has happened.
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