First Eagle added ESAB · ESAB Corporation
$10M · 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 $35mid $46high $58
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.