Donald Yacktman added DIS · WALT DISNEY CO/
$146M · now 1.7% of the portfolio
TRADED BY
Sep 30
FILED
Nov 2
YOU SEE IT
Nov 2
33 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.
$113 now
OUR VALUE
$113 today
low $59mid $79high $99
3 models, as of 2026-11-02.
Priced past our value: the move has played out.
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。