13F

Position

Berkeley, Inc in Mastercard 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 −$806K$570.88$499.66

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202511.4K$6.51M2.1%
Q1 202611.3K$5.66M$499.66−$806K−$45.7K1.9%