13F

Position

FOCUSED ALPHA, LLC in Te Connectivity Plc

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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 −$45.6K$227.50$209.03

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.53K$575.6K0.2%
Q1 20262.47K$516.5K$209.03−$45.6K−$13.4K0.2%
FOCUSED ALPHA, LLC in TE CONNECTIVITY PLC · 13F