Position
Fidelity in Azz Inc
Back to the book · All holders of AZZ
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 $43.4M$125.13 → $155.05
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.59M | $170.3M | — | — | — | 0.0% |
| Q1 2026 | 1.6M | $200.6M | $125.13 | $28.5M | $1.79M | 0.0% |
| Q2 2026 | 1.45M | $224.9M | $155.05 | $43.4M | −$19.2M | 0.0% |