13F

Position

Polianta Ltd in Deckers Outdoor Corp

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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 −$46$0.10$0.10

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202516K$1.66K0.2%
Q1 202613.1K$1.31K$0.10−$46−$3010.2%