Position
AVENIR CORP in Apple Inc.
Back to the book · All holders of AAPL
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 −$4.14M$271.86 → $253.79
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 230.6K | $62.7M | — | — | — | 6.8% |
| Q1 2026 | 228.9K | $58.1M | $253.79 | −$4.14M | −$458.6K | 7.1% |