Tom Gayner opened XPO · XPO, Inc.
$2M · now <0.1% of the portfolio
TRADED BY
Sep 30
FILED
Oct 30
YOU SEE IT
Oct 31
30 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.
$189 now
Our estimates disagree too much to call this one.
Margin of Safety Weekly
Every Saturday: the market’s temperature, what the great investors filed, and the week’s research.