Position
Select Equity Group, L.P. in Fortive Corp
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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 $119.9K$55.21 → $55.28
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.86M | $213.2M | — | — | — | 0.9% |
| Q1 2026 | 1.71M | $94.7M | $55.28 | $119.9K | −$118.7M | 0.5% |