Donald Yacktman added KVUE · Kenvue Inc.
$143M · now 1.7% 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.
$19 now
OUR VALUE
$19 today
low $12mid $17high $21
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。