13F

Position

Quarry LP in EXPAND ENERGY 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 −$607$110.36$109.78

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.05K$115.4K0.0%
Q1 20261.86K$204.4K$109.78−$607$89.6K0.0%