13F

Position

Basepoint Wealth LLC in Photronics Inc

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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 $925$32.00$40.41

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025110$3.52K0.0%
Q1 2026147$5.94K$40.41$925$1.5K0.0%