13F

Position

EWA, LLC in Trane Technologies Plc

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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 $20K$389.43$416.60

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025735$286.2K0.1%
Q1 2026818$340.8K$416.60$20K$34.6K0.1%