First Eagle trimmed FN · FABRINET
$12304 · now 0.0% 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.
$334 now
OUR VALUE
$334 today
low $185mid $247high $309
2 models, as of 2026-11-10.
They sold above 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。