Position
ValueAct in Western Digital Corp
Back to the book · All holders of WDC
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 $147.5M$270.49 → $638.72
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q1 2026 | 412K | $111.4M | — | — | — | 1.4% |
| Q2 2026 | 400.7K | $255.9M | $638.72 | $147.5M | −$3.06M | 2.1% |