13F

Position

CWM, LLC 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 $18M$0.16$250.58

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202572K$11.7K0.0%
Q1 202695.6K$24M$250.58$18M$5.93M0.1%