13F

Position

Bedminster, LLC in Home Depot, 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 −$12.9K$344.14$328.93

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025846$291.1K0.3%
Q1 2026846$278.3K$328.93−$12.9K$00.3%