13F

Position

Quarry LP in Belden 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 −$72$116.55$114.83

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202542$4.89K0.0%
Q1 2026268$30.8K$114.83−$72$26K0.0%