Edgar Wachenheim III trimmed SLB · SLB LIMITED/NV
$183M · now 0.0% of the portfolio
TRADED BY
Sep 30
FILED
Oct 26
YOU SEE IT
Oct 26
26 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.
$53 now
OUR VALUE
$53 today
low $37mid $49high $62
3 models, as of 2026-10-26.
They sold inside our value range.
The Monday letter
One email a week: what great value investors bought and sold, and what we make of it.