13F

Position

Berkeley, Inc in Ulta Beauty, 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 −$194.2K$605.01$522.71

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.86K$2.94M0.9%
Q1 20262.36K$1.23M$522.71−$194.2K−$1.51M0.4%