Steven Romick trimmed ICLR · ICON plc
$102M · now 1.3% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 13
43 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.
$201 now
OUR VALUE
$201 today
low $211mid $281high $352
3 models, as of 2026-11-12.
They sold below 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。