Tom Gayner added DIS · WALT DISNEY CO/
$214M · now 1.7% of the portfolio
TRADED BY
Sep 30
FILED
Oct 30
YOU SEE IT
Oct 31
30 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.
$111 now
OUR VALUE
$111 today
low $62mid $83high $103
3 models, as of 2026-10-30.
Priced past our value: the move has played out.
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。