13F

Position

CWM, LLC in Pool Corp

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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 $106.3K$0.23$202.33

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025526$1200.0%
Q1 20264.76K$963.3K$202.33$106.3K$856.9K0.0%