Position
FIRST MANHATTAN CO. LLC. in Pool Corp
Back to the book · All holders of POOL
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 −$5.7M$228.75 → $202.33
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 215.6K | $49.3M | — | — | — | 0.1% |
| Q1 2026 | 285K | $57.7M | $202.33 | −$5.7M | $14M | 0.2% |