13F

Position

Fidelity in Itt 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 $34.9M$190.53$197.76

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.74M$822.9M0.0%
Q1 20264.92M$937.2M$190.53$80.7M$33.6M0.0%
Q2 20264.82M$953.7M$197.76$34.9M−$18.4M0.0%