Position
CoreCommodity Management, LLC in Enphase Energy, Inc.
Back to the book · All holders of ENPH
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 $118.6K$32.05 → $37.81
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 20.6K | $659.8K | — | — | — | 0.1% |
| Q1 2026 | 55.5K | $2.1M | $37.81 | $118.6K | $1.32M | 0.4% |