First Eagle trimmed IBP · Installed Building Products, Inc.
$9M · 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.
$217 now
OUR VALUE
$217 today
low $145mid $194high $242
3 models, as of 2026-11-10.
They sold inside our value range.
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。