13F

Position

Fidelity in Group 1 Automotive 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 −$16.3M$330.63$291.17

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025393K$154.6M0.0%
Q1 2026412.9K$136.5M$330.63−$24.6M$6.56M0.0%
Q2 2026562.4K$163.7M$291.17−$16.3M$43.5M0.0%