Tom Gayner added RLI · RLI Corp.
$134M · now 1.0% 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.
$65 now
OUR VALUE
$65 today
low $103mid $138high $172
2 models, as of 2026-10-30.
Still worth a look: the price is 37% below our low estimate.
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。