Dodge & Cox added FDXF · FedEx Freight Holding Company, Inc.
$880M · now 0.5% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 14
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.
$134 now
OUR VALUE
$134 today
low $86mid $114high $143
2 models, as of 2026-11-13.
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。