Tom Gayner trimmed DE · DEERE & CO
$578M · now 4.5% of the portfolio
TRADED BY
Sep 30
FILED
Oct 30
YOU SEE IT
Oct 31
30 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.
$674 now
OUR VALUE
$674 today
low $262mid $349high $437
3 models, as of 2026-10-30.
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。