Position
Numerai GP LLC in Leonardo DRS, 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 $93.2K$34.09 → $44.52
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 8.94K | $304.7K | — | — | — | 0.0% |
| Q1 2026 | 12.3K | $549.6K | $44.52 | $93.2K | $151.7K | 0.1% |