13F

Position

INTERCAPITAL, LLC in Compass, 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 −$2.83M$10.57$7.31

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.37M$14.5M5.1%
Q1 2026868.5K$6.35M$7.31−$2.83M−$5.32M2.1%