First Eagle added MDT · Medtronic plc
$1.2B · now 1.9% 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.
$101 now
OUR VALUE
$101 today
low $46mid $61high $76
3 models, as of 2026-11-10.
Priced past our value: the move has played out.
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。