Donald Yacktman added BR · BROADRIDGE FINANCIAL SOLUTIONS, INC.
$150M · now 1.8% of the portfolio
TRADED BY
Sep 30
FILED
Nov 2
YOU SEE IT
Nov 2
33 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.
$183 now
OUR VALUE
$183 today
low $138mid $184high $230
3 models, as of 2026-11-02.
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。