13F

Position

Plancorp, LLC in Vertiv Holdings 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 $636.8K$162.01$295.10

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20255.33K$862.7K0.0%
Q1 20264.79K$1.41M$295.10$636.8K−$87.5K0.0%