13F

Position

Compound Planning, Inc. in Jacobs Solutions 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 −$11.7K$132.46$127.28

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.26K$299.8K0.0%
Q1 20262.29K$291K$127.28−$11.7K$2.93K0.0%