Position
Renaissance Technologies in Frontdoor, Inc.
Back to the book · All holders of FTDR
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 $45.7M$52.86 → $77.59
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.83M | $105.3M | — | — | — | 0.2% |
| Q1 2026 | 1.85M | $97.8M | $52.86 | −$8.82M | $1.26M | 0.2% |
| Q2 2026 | 1.88M | $145.7M | $77.59 | $45.7M | $2.15M | 0.2% |