Position
MIROVA in Mp Materials Corp
Back to the book · All holders of MP MATERIALS 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 −$123.6K$50.52 → $48.26
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q3 2025 | 63K | $4.22M | — | — | — | 0.6% |
| Q4 2025 | 54.7K | $2.76M | $50.52 | −$905.4K | −$553.9K | 0.4% |
| Q1 2026 | 58.7K | $2.83M | $48.26 | −$123.6K | $192.2K | 0.1% |