First Eagle added ABEV · AMBEV S.A.
$1.1B · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Aug 24
YOU SEE IT
Oct 24
55 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.
$3 now
OUR VALUE
$3 today
low $4mid $5high $6
2 models, as of 2026-10-24.
Still worth a look: the price is 6% below our low estimate.
週一價值信
每週一封：傑出價值投資者買了什麼、賣了什麼，以及我們的看法。