Steven Romick added PYPL · PayPal Holdings, Inc.
$114M · now 1.4% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 13
43 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.
$58 now
OUR VALUE
$58 today
low $99mid $132high $165
3 models, as of 2026-11-12.
Still worth a look: the price is 41% below our low estimate.
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。