13F

Position

Basepoint Wealth LLC in Griffon Corp

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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 −$186$74.03$72.79

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025150$11.1K0.0%
Q1 2026151$11K$72.79−$186$730.0%