13F

Position

Fidelity in Deckers Outdoor Corp

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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 −$4.23M$100.09$99.29

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202510.1M$1.05B0.1%
Q1 20266.13M$613.8M$100.09−$22M−$413.5M0.0%
Q2 20265.29M$524.9M$99.29−$4.23M−$84.7M0.0%