First Eagle trimmed FERG · Ferguson Enterprises Inc.
$146M · now 0.2% of the portfolio
TRADED BY
Sep 30
FILED
Nov 10
YOU SEE IT
Nov 10
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.
$259 now
OUR VALUE
$259 today
low $102mid $136high $170
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。