John Rogers added MAT · MATTEL INC /DE/
$199M · now 2.1% 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.
$15 now
OUR VALUE
$15 today
low $16mid $22high $27
3 models, as of 2026-11-13.
Still worth a look: the price is 7% 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。