13F

Position

Optas, LLC in Garmin Ltd

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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 $54.2K$202.85$232.01

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.86K$377.3K0.1%
Q1 20261.94K$449.6K$232.01$54.2K$18.1K0.1%