Nick Train trimmed MDLZ · Mondelez International, Inc.
$146M · now 6.2% of the portfolio
TRADED BY
Sep 30
FILED
Nov 2
YOU SEE IT
Nov 2
33 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.
$66 now
OUR VALUE
$66 today
low $28mid $38high $47
3 models, as of 2026-11-02.
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。