13F

Position

Entropy Technologies, LP in Champion Homes, 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 −$44.4K$84.50$74.37

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.38K$370.3K0.0%
Q1 202610.1K$747.5K$74.37−$44.4K$421.6K0.0%