John Rogers added PBH · PRESTIGE CONSUMER HEALTHCARE INC.
$228M · now 2.4% 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.
$46 now
OUR VALUE
$46 today
low $33mid $44high $55
3 models, as of 2026-11-13.
Fairly priced now: inside our value range. The easy part has happened.
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。