13F

Position

Composition Wealth, LLC in Expedia Group, 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 −$136K$283.31$230.89

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.6K$735.2K0.0%
Q1 20262.71K$625K$230.89−$136K$25.9K0.0%