Chris Davis added PINS · Pinterest, Inc.
$238M · now 1.0% of the portfolio
TRADED BY
Sep 30
FILED
Nov 10
YOU SEE IT
Nov 11
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.
$19 now
OUR VALUE
$19 today
low $8mid $11high $14
2 models, as of 2026-11-10.
Priced past our value: the move has played out.
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