Position
Select Equity Group, L.P. in Formfactor 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 $10.6M$55.78 → $96.99
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 426.8K | $23.8M | — | — | — | 0.1% |
| Q1 2026 | 257.4K | $25M | $96.99 | $10.6M | −$9.45M | 0.1% |