Position
ValueAct in Viavi Solutions Inc.
Back to the book · All holders of VIAV
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 $50.3M$33.28 → $47.75
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q1 2026 | 3.47M | $115.6M | — | — | — | 1.5% |
| Q2 2026 | 6.88M | $328.3M | $47.75 | $50.3M | $162.5M | 2.6% |