13F

Position

Entropy Technologies, LP in Davita 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 $807.3K$113.61$153.69

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202522.2K$2.52M0.1%
Q1 202620.1K$3.1M$153.69$807.3K−$232.1K0.1%