13F

Position

NCP Inc. 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 −$1.8K$337.76$314.13

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202576$25.7K0.0%
Q1 202676$23.9K$314.13−$1.8K−$00.0%