13F

Position

Marex Group plc in Cencora, 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 −$35.4K$337.75$314.14

QuarterSharesValueImplied pxEst. markFlowWeight
Q2 2024939$211.6K0.0%
Q4 20251.5K$507K$337.75$105.6K$189.8K0.0%
Q1 20261.8K$566.4K$314.14−$35.4K$94.9K0.0%