Tweedy Browne opened ACI · Albertsons Companies, Inc.
$2M · now 0.2% of the portfolio
TRADED BY
Sep 30
FILED
Nov 4
YOU SEE IT
Nov 4
35 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.
$14 now
OUR VALUE
$14 today
low $17mid $22high $28
3 models, as of 2026-11-04.
Still worth a look: the price is 17% 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。