13F

Position

Ethic Inc. in Fastenal Co

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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 $1.13M$40.13$46.40

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025184.7K$7.41M0.1%
Q1 2026180.6K$8.38M$46.40$1.13M−$167.3K0.1%