13F

Position

EWA, LLC in Curtiss Wright 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 $48K$551.24$681.08

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025370$204K0.1%
Q1 2026377$256.8K$681.08$48K$4.77K0.1%