Andrew Wellington added ICLR · ICON plc
$157M · now 2.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 13
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.
$196 now
OUR VALUE
$196 today
low $157mid $209high $261
3 models, as of 2026-11-13.
Fairly priced now: inside our value range. The easy part has happened.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。