François Rochon opened HWKN · HAWKINS, INC.
$13M · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Aug 26
YOU SEE IT
Oct 24
57 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.
$132 now
OUR VALUE
$132 today
low $58mid $78high $97
3 models, as of 2026-10-24.
Priced past our value: the move has played out.
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。