13F

Position

Abel Hall, LLC in Vertiv Holdings Co

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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 $165.2K$162.01$250.58

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.96K$316.9K0.1%
Q1 20261.86K$467.3K$250.58$165.2K−$14.7K0.1%