13F

Position

Essential Partners LLC in Cubesmart

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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 $78$36.05$36.65

QuarterSharesValueImplied pxEst. markFlowWeight
Q3 20257$2850.0%
Q4 2025131$4.72K$36.05−$33$4.47K0.0%
Q1 2026910$33.4K$36.65$78$28.6K0.0%