Position
ValueAct in Ttm Technologies Inc
Back to the book · All holders of TTMI
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 $314.9M$97.42 → $187.02
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 4.28M | $295.1M | — | — | — | 3.8% |
| Q1 2026 | 3.51M | $342.4M | $97.42 | $99.9M | −$52.6M | 4.4% |
| Q2 2026 | 4.23M | $791.2M | $187.02 | $314.9M | $133.9M | 6.4% |