Position
Fundsmith LLP in Waters Corp
Back to the book · All holders of WATERS CORP
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 −$263.5M$379.83 → $297.80
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.56M | $1.35B | — | — | — | 7.9% |
| Q1 2026 | 3.21M | $956.6M | $297.80 | −$263.5M | −$131.4M | 7.5% |