Position
Select Equity Group, L.P. in Middleby 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 −$24.1M$148.67 → $132.58
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.03M | $450.2M | — | — | — | 1.9% |
| Q1 2026 | 1.5M | $198.9M | $132.58 | −$24.1M | −$227.1M | 1.0% |