Position
VALUEWORKS LLC in Micron Technology Inc
Back to the book · All holders of MU
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 $2.02M$285.41 → $337.84
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 96.6K | $27.6M | — | — | — | 7.3% |
| Q1 2026 | 38.6K | $13M | $337.84 | $2.02M | −$16.6M | 3.6% |