First Eagle trimmed ABEV · AMBEV S.A.
$1.0B · now 1.6% of the portfolio
TRADED BY
Sep 30
FILED
Nov 10
YOU SEE IT
Nov 10
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.
$3 now
OUR VALUE
$3 today
low $3mid $5high $6
2 models, as of 2026-11-10.
They sold below our value.
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。