13F

Position

Optas, LLC in Fastenal Co

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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 $100.7K$40.13$46.40

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202516.8K$672.2K0.1%
Q1 202616.1K$745.3K$46.40$100.7K−$27.6K0.1%