FOLLOW THE PROS

First Eagle added HCC · Warrior Met Coal, Inc.

$399M · now 0.6% of the portfolio

TRADED BY

Sep 30

FILED

Nov 10

YOU SEE IT

Nov 10

41 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.

$85 now

OUR VALUE

$85 today
low $92mid $122high $153

2 models, as of 2026-11-10.

Still worth a look: the price is 8% below our low estimate.

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