First Eagle trimmed MG · Mistras Group, Inc.
$4M · now <0.1% 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.
$20 now
OUR VALUE
$20 today
low $12mid $16high $20
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。