First Eagle added DY · DYCOM INDUSTRIES, INC.
$20M · now <0.1% 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.
$215 now
OUR VALUE
$215 today
low $206mid $274high $343
2 models, as of 2026-11-10.
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。