13F

Position

Bison Wealth, LLC in Vertiv Holdings Co

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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 $296.6K$255.88$369.99

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.6K$665K0.1%
Q1 20262.83K$1.05M$369.99$296.6K$84.7K0.1%