Position
FIRST MANHATTAN CO. LLC. in Vertiv Holdings Co
Back to the book · All holders of VRT
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 $48.9M$162.01 → $250.58
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 678.2K | $109.9M | — | — | — | 0.3% |
| Q1 2026 | 552.1K | $138.3M | $250.58 | $48.9M | −$20.4M | 0.4% |