Baillie Gifford opened CVCO · CAVCO INDUSTRIES, INC.
$60M · now 0.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 9
YOU SEE IT
Nov 9
40 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.
$668 now
OUR VALUE
$668 today
low $464mid $618high $773
3 models, as of 2026-11-08.
Fairly priced now: inside our value range. The easy part has happened.
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。