13F

Position

BWCP, LP in Gap 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 −$307.5K$25.60$24.20

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025219.7K$5.62M0.9%
Q1 2026617.7K$14.9M$24.20−$307.5K$9.63M2.3%