Andrew Wellington added UBER · UBER TECHNOLOGIES, INC.
$231M · now 3.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 14
44 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.
$70 now
OUR VALUE
$70 today
low $58mid $78high $97
2 models, as of 2026-11-14.
Fairly priced now: inside our value range. The easy part has happened.
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