Andrew Wellington added SSNC · SS&C TECHNOLOGIES HOLDINGS, INC.
$255M · now 3.4% 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.
$80 now
OUR VALUE
$80 today
low $91mid $121high $151
3 models, as of 2026-11-13.
Still worth a look: the price is 12% below our low estimate.
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。