Ken Griffin added GLPI · Gaming & Leisure Properties, Inc.
$272M · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Sep 2
YOU SEE IT
Oct 4
64 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.
$38 now
OUR VALUE
▼ $38 today
low $47mid $63high $78
2 models, as of 2026-10-04.
Still worth a look: the price is 20% below our low estimate.
The Monday letter
One email a week: what great value investors bought and sold, and what we make of it.