Tom Russo trimmed MA · Mastercard Incorporated
$806M · now 9.6% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 12
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.
$658 now
OUR VALUE
$658 today
low $361mid $481high $602
3 models, as of 2026-11-12.
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。