Position
Select Equity Group, L.P. in CAE Inc
Back to the book · All holders of CAE
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 −$34.1M$30.45 → $25.95
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 7.59M | $231M | — | — | — | 1.0% |
| Q1 2026 | 8.25M | $214.2M | $25.95 | −$34.1M | $17.3M | 1.1% |