13F

Position

Millstone Evans Group, LLC in Flex Ltd.

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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 $38.4K$60.42$65.46

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20257.63K$460.7K0.3%
Q1 20267.63K$499.1K$65.46$38.4K$00.3%