First Eagle added IIIV · i3 Verticals, Inc.
$15M · 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.
$17 now
OUR VALUE
$17 today
low $16mid $21high $27
2 models, as of 2026-10-24.
Fairly priced now: inside our value range. The easy part has happened.
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。