Tom Gayner added ZTS · Zoetis Inc.
$30M · now 0.2% 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.
$80 now
OUR VALUE
$80 today
low $79mid $105high $131
3 models, as of 2026-10-30.
Fairly priced now: inside our value range. The easy part has happened.
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。