Position
Select Equity Group, L.P. in STERIS plc
Back to the book · All holders of STE
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 −$62.4M$253.52 → $221.13
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.93M | $488.8M | — | — | — | 2.1% |
| Q1 2026 | 2.14M | $474M | $221.13 | −$62.4M | $47.6M | 2.4% |