Position
MIROVA 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 $2.73M$162.01 → $250.58
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q3 2025 | 32.2K | $4.86M | — | — | — | 0.7% |
| Q4 2025 | 30.8K | $4.99M | $162.01 | $343.7K | −$209.8K | 0.7% |
| Q1 2026 | 151.4K | $37.9M | $250.58 | $2.73M | $30.2M | 1.5% |