Chris Davis trimmed AMT · AMERICAN TOWER CORP /MA/
$6M · now <0.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 10
YOU SEE IT
Nov 11
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.
$190 now
OUR VALUE
$190 today
low $79mid $106high $132
2 models, as of 2026-11-10.
They sold above our value.
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。