First Eagle added DORM · Dorman Products, Inc.
$22M · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Aug 24
YOU SEE IT
Oct 24
55 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.
$125 now
OUR VALUE
$125 today
low $132mid $176high $220
3 models, as of 2026-10-24.
Still worth a look: the price is 6% below our low estimate.
周一价值信
每周一封：杰出价值投资者买了什么、卖了什么，以及我们的看法。