John Rogers added GNRC · GENERAC HOLDINGS INC.
$289M · now 3.0% 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.
$191 now
OUR VALUE
$191 today
low $96mid $128high $160
3 models, as of 2026-11-14.
Priced past our value: the move has played out.
Margin of Safety Weekly
Every Saturday: the market’s temperature, what the great investors filed, and the week’s research.