13F

Position

Night Squared LP in Champion Homes, 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 −$506.7K$84.50$74.37

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202550K$4.23M1.2%
Q1 202681.4K$6.05M$74.37−$506.7K$2.33M0.9%