Tweedy Browne opened NOMD · Nomad Foods Limited
$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.
$12 now
OUR VALUE
$12 today
low $27mid $35high $44
2 models, as of 2026-11-04.
Still worth a look: the price is 53% 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。