Tweedy Browne trimmed KOF · COCA COLA FEMSA SAB DE CV
$121M · now 9.9% 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.
$118 now
OUR VALUE
$118 today
low $40mid $53high $66
2 models, as of 2026-11-04.
They sold above our value.
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。