John Rogers trimmed AXTA · AXALTA COATING SYSTEMS LTD.
$108M · now 1.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 13
44 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.
$37 now
OUR VALUE
$37 today
low $30mid $40high $49
3 models, as of 2026-11-13.
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。