13F

Position

Creative Planning in Sotera Health 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 −$204.2K$17.64$14.34

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202561.9K$1.09M0.0%
Q1 2026101.6K$1.46M$14.34−$204.2K$569.1K0.0%