Chris Davis added QSR · RESTAURANT BRANDS INTERNATIONAL INC.
$200M · now 0.9% of the portfolio
TRADED BY
Sep 30
FILED
Nov 10
YOU SEE IT
Nov 11
41 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.
$78 now
OUR VALUE
$78 today
low $51mid $69high $86
3 models, as of 2026-11-10.
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。