13F

Position

Entropy Technologies, LP in Ventas, 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 $248K$77.38$81.78

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202588.9K$6.88M0.4%
Q1 202656.4K$4.61M$81.78$248K−$2.52M0.2%