Position
ValueAct in Tower Semiconductor Ltd
Back to the book · All holders of TSEM
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.
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q1 2026 | 1.07M | $187.2M | — | — | — | 2.4% |