13F

Position

Entropy Technologies, LP in Caleres Inc

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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 −$22.5K$12.17$10.54

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202528.1K$341.5K0.0%
Q1 202613.8K$145.5K$10.54−$22.5K−$173.5K0.0%