Tom Gayner opened XPEL · XPEL, INC.
$921916 · now <0.1% 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.
$45 now
OUR VALUE
$45 today
low $50mid $67high $83
2 models, as of 2026-10-30.
Still worth a look: the price is 9% 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。