13F

Position

Navalign, LLC in Linde Plc

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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 $193.6K$426.45$495.83

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.83K$1.21M0.3%
Q1 20262.79K$1.38M$495.83$193.6K−$18.8K0.3%