Position
Fundsmith LLP 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 $8.08M$162.01 → $250.58
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 410.9K | $66.6M | — | — | — | 0.4% |
| Q1 2026 | 91.3K | $22.9M | $250.58 | $8.08M | −$51.8M | 0.2% |