Dodge & Cox trimmed AVTR · Avantor, Inc.
$1.8B · now 1.0% 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.
$16 now
OUR VALUE
$16 today
low $8mid $11high $14
2 models, as of 2026-11-13.
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。