Position
2Xideas AG in Ryan Specialty Holdings, Inc.
Back to the book · All holders of RYAN
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$1.92M$51.63 → $33.74
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 136.2K | $7.03M | — | — | — | 2.0% |
| Q1 2026 | 107.2K | $3.62M | $33.74 | −$1.92M | −$1.5M | 1.4% |