13F

Position

CWM, LLC in Alkermes plc.

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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 $396.6K$0.03$35.36

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202512.2K$3430.0%
Q1 202611.2K$396.9K$35.36$396.6K−$280.0%