Position
ValueAct in Ciena Corp
Back to the book · All holders of CIEN
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 $35.7M$233.87 → $388.23
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 893.5K | $209M | — | — | — | 2.7% |
| Q1 2026 | 231.3K | $89.8M | $388.23 | $35.7M | −$154.9M | 1.2% |