Position
Beck Bode, LLC in Element Solutions Inc
Back to the book · All holders of ESI
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 $5.35M$24.99 → $34.14
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 599.1K | $15M | — | — | — | 2.5% |
| Q1 2026 | 584.6K | $20M | $34.14 | $5.35M | −$364.3K | 3.4% |