FOLLOW THE PROS

Tweedy Browne trimmed KOF · COCA COLA FEMSA SAB DE CV

$121M · now 9.9% of the portfolio

TRADED BY

Sep 30

FILED

Nov 4

YOU SEE IT

Nov 4

35 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.

$118 now

OUR VALUE

$118 today
low $40mid $53high $66

2 models, as of 2026-11-04.

They sold above our value.

Open the briefing →Share

Margin of Safety Weekly

Every Saturday: the market’s temperature, what the great investors filed, and the week’s research.

Send me the DeepValues Margin of Safety Weekly, one email every Saturday. I can unsubscribe at any time. Information only, not investment advice. Privacy