Dan Bin opened AAPL · Apple Inc.
$91M · now 0.1% of the portfolio
TRADED BY
Sep 30
FILED
Oct 22
YOU SEE IT
Oct 22
22 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.
$348 now
OUR VALUE
$348 today
low $133mid $177high $222
3 models, as of 2026-10-21.
Priced past our value: the move has played out.
The Monday letter
One email a week: what great value investors bought and sold, and what we make of it.