13F

Position

LBP AM SA 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 −$192.2K$103.67$100.09

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025117.6K$12.2M0.1%
Q1 202653.7K$5.37M$100.09−$192.2K−$6.63M0.1%