First Eagle added CFR · CULLEN/FROST BANKERS, INC.
$429M · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Aug 24
YOU SEE IT
Oct 24
55 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.
$157 now
OUR VALUE
$157 today
low $249mid $332high $415
2 models, as of 2026-10-24.
Still worth a look: the price is 37% below our low estimate.
The Monday letter
One email a week: what great value investors bought and sold, and what we make of it.