First Eagle added HCC · Warrior Met Coal, Inc.
$399M · now 0.6% 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.
$85 now
OUR VALUE
$85 today
low $92mid $122high $153
2 models, as of 2026-11-10.
Still worth a look: the price is 8% below our low estimate.
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。