13F

Position

Fidelity in Douglas Dynamics, 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 $36.7K$42.09$53.95

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.29K$74.9K0.0%
Q1 202622.7K$956.4K$42.09$21.7K$859.8K0.0%
Q2 20263.1K$167K$53.95$36.7K−$826.1K0.0%