Position
ValueAct in Mks Inc
Back to the book · All holders of MKSI
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 $273.3M$229.81 → $444.80
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q1 2026 | 1.31M | $300.3M | — | — | — | 3.9% |
| Q2 2026 | 1.27M | $565.5M | $444.80 | $273.3M | −$8.12M | 4.5% |