Position
AVENIR CORP in Visa Inc.
Back to the book · All holders of V
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 −$1.99M$350.71 → $302.24
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 41.5K | $14.6M | — | — | — | 1.6% |
| Q1 2026 | 41.1K | $12.4M | $302.24 | −$1.99M | −$146.2K | 1.5% |