Steven Check trimmed DIS · WALT DISNEY CO/
$441839 · now <0.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 5
YOU SEE IT
Nov 6
36 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.
$117 now
OUR VALUE
$117 today
low $60mid $80high $100
3 models, as of 2026-11-05.
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。