First Eagle added SONO · SONOS, INC.
$14M · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Aug 24
YOU SEE IT
Oct 24
55 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.
$17 now
OUR VALUE
$17 today
low $9mid $12high $15
2 models, as of 2026-10-24.
Priced past our value: the move has played out.
周一价值信
每周一封：杰出价值投资者买了什么、卖了什么，以及我们的看法。