13F

Position

Fidelity in Champion Homes, 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 $6.74M$74.37$88.12

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.59M$134.7M0.0%
Q1 2026501.5K$37.3M$74.37−$5.08M−$92.3M0.0%
Q2 2026490.2K$43.2M$88.12$6.74M−$838.5K0.0%