First Eagle added DIS · WALT DISNEY CO/
$754M · now 1.2% 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.
$119 now
OUR VALUE
$119 today
low $60mid $80high $100
3 models, as of 2026-11-10.
Priced past our value: the move has played out.
Margin of Safety Weekly
Every Saturday: the market’s temperature, what the great investors filed, and the week’s research.