Andrew Wellington added HSIC · HENRY SCHEIN, INC.
$126M · now 1.7% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 13
44 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.
$87 now
OUR VALUE
$87 today
low $38mid $51high $64
3 models, as of 2026-11-13.
Priced past our value: the move has played out.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。