Position
Select Equity Group, L.P. in Viking Holdings Ltd
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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 $22.4M$71.41 → $73.48
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 13.9M | $993.1M | — | — | — | 4.3% |
| Q1 2026 | 10.8M | $793.7M | $73.48 | $22.4M | −$221.7M | 4.1% |