13F

Position

Composition Wealth, LLC in Paccar 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 $14.8K$109.53$115.52

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.46K$269.9K0.0%
Q1 20262.9K$335K$115.52$14.8K$50.4K0.0%