Position
Daventry Group, LP in Belden Inc.
Back to the book · All holders of BDC
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 −$140.9K$116.55 → $114.83
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 94.6K | $11M | — | — | — | 7.3% |
| Q1 2026 | 81.9K | $9.4M | $114.83 | −$140.9K | −$1.48M | 10.7% |