13F

Position

CHOREO, LLC in CDW Corp

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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 −$43K$138.41$121.03

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.5K$346.2K0.0%
Q1 20262.48K$299.5K$121.03−$43K−$3.6K0.0%