13F

Position

Select Equity Group, L.P. in Adeia Inc.

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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 $3.22M$17.25$24.03

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025475.2K$8.2M0.0%
Q1 2026513.4K$12.3M$24.03$3.22M$919.6K0.1%