Tom Russo trimmed NSRGY · Nestlé S.A. (ADR)
$464M · now 5.5% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 12
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.
$104 now
OUR VALUE
$104 today
low $69mid $92high $116
2 models, as of 2026-11-12.
They sold inside our value range.
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。