13F

Position

EWA, LLC in Home Depot, 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 −$21.9K$344.10$328.85

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.43K$493.4K0.1%
Q1 20261.65K$541K$328.85−$21.9K$69.4K0.1%