13F

Position

Entropy Technologies, LP in Meritage Homes 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 −$19.2K$65.80$61.84

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.84K$318.3K0.0%
Q1 202628.3K$1.75M$61.84−$19.2K$1.45M0.1%