13F

Position

Beck Bode, LLC in Churchill Downs 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.

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025154.9K$17.6M2.9%