Steven Check trimmed DIS · WALT DISNEY CO/
$441839 · now <0.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 5
YOU SEE IT
Nov 6
36 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.
$117 now
OUR VALUE
$117 today
low $60mid $80high $100
3 models, as of 2026-11-05.
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。