13F

Position

Quarry LP in Diversified Energy 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 $725$14.48$17.44

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025245$3.55K0.0%
Q1 2026275$4.8K$17.44$725$5230.0%