Two Creeks Capital Management, LP — MIRION TECHNOLOGIES INC MIR: Quarterly 13F Position History
Two Creeks Capital Management, LP has reported MIRION TECHNOLOGIES INC (MIR) on 3 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2025. As of Q1 2026, the position is sized at 2,449,059 shares ($45.5M market value, 4.81% of the equity book). Quarter-over-quarter share count change: 474,743 (-16.2%) .
- 2,449,059Shares Held (Latest Filing)
- $45.5MReported Market Value (Latest Filing)
- 4.81%Portfolio Weight (% of 13F Equity Book)
- 474,743Quarter-over-Quarter Share Change
- -$22.9MQuarter-over-Quarter Value Change
- 3,598,763Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,449,059 | 474,743 | -16.2% | $45.5M | 4.81% | $18.59 |
| Q4 2025 | 2,923,802 | 674,961 | -18.8% | $68.5M | 5.61% | $23.42 |
| Q3 2025 | 3,598,763 | — | — | $83.7M | 6.02% | $23.26 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Two Creeks Capital Management, LP first disclose a MIR position in 13F-HR filings?
Two Creeks Capital Management, LP first reported MIRION TECHNOLOGIES INC (MIR) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Two Creeks Capital Management, LP's most recent quarter-over-quarter share-count change in MIR?
Between Q4 2025 and Q1 2026, Two Creeks Capital Management, LP reduced its MIR position by 474,743 shares (-16.2%), leaving 2,449,059 shares at a market value of $45.5M.
Does the implied price-per-share represent Two Creeks Capital Management, LP's cost basis in MIR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.