13F

Position

Essential Partners LLC in Bank First 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 $120$121.78$135.11

QuarterSharesValueImplied pxEst. markFlowWeight
Q2 20253$3530.0%
Q3 20258$970$121.25$11$6060.0%
Q4 20259$1.1K$121.78$4$1220.0%
Q1 20269$1.22K$135.11$120−$00.0%