13F

Position

Compound Planning, Inc. in Vertiv Holdings Co

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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 $441.3K$162.01$250.57

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.98K$807.3K0.0%
Q1 20265.83K$1.46M$250.57$441.3K$213K0.0%