13F

Position

Navalign, LLC in Te Connectivity 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 −$145.3K$227.50$209.01

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20258.05K$1.83M0.4%
Q1 20267.86K$1.64M$209.01−$145.3K−$43.5K0.4%