Position
BRAIDWELL LP in Cvs Health Corp
Back to the book · All holders of CVS
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 −$2.19M$79.36 → $71.82
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 564.2K | $44.8M | — | — | — | 1.4% |
| Q1 2026 | 290.7K | $20.9M | $71.82 | −$2.19M | −$21.7M | 0.7% |