Tom Gayner added NFLX · NETFLIX INC
$5M · now <0.1% of the portfolio
TRADED BY
Sep 30
FILED
Oct 30
YOU SEE IT
Oct 31
30 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.
$62 now
OUR VALUE
$62 today
low $45mid $60high $75
3 models, as of 2026-10-30.
Fairly priced now: inside our value range. The easy part has happened.
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