Position
Engine Capital Management, LP in Brinks Co
Back to the book · All holders of BCO
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 −$538.1K$116.73 → $103.63
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 41.1K | $4.79M | — | — | — | 0.7% |
| Q1 2026 | 549.4K | $56.9M | $103.63 | −$538.1K | $52.7M | 6.9% |