13F

Position

LHM, INC. in Ipg Photonics 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 $2.99M$71.60$114.59

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025108.1K$7.74M2.9%
Q1 202669.7K$7.98M$114.59$2.99M−$2.75M3.1%