13F

Position

Compound Planning, Inc. in Ralph Lauren 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 −$17.6K$353.61$343.99

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.82K$645.3K0.0%
Q1 20261.95K$670.4K$343.99−$17.6K$42.7K0.0%