13F

Position

Clarus Group, Inc. in RTX 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 $21.5K$183.43$192.88

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.28K$417.5K0.1%
Q1 20262.28K$439.2K$192.88$21.5K$1930.2%