Nick Train trimmed DIS · WALT DISNEY CO/
$241M · now 10.2% of the portfolio
TRADED BY
Sep 30
FILED
Nov 2
YOU SEE IT
Nov 2
33 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.
$113 now
OUR VALUE
$113 today
low $59mid $79high $99
3 models, as of 2026-11-02.
They sold above our value.
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。