13F

Position

Engineers Gate Manager LP in Stepan 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 $44.3K$47.36$49.98

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202527.1K$1.28M0.0%
Q1 202616.9K$844.5K$49.98$44.3K−$484.4K0.0%