13F

Position

Quarry LP in Gentherm 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 −$550$36.37$27.78

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025105$3.82K0.0%
Q1 202664$1.78K$27.78−$550−$1.49K0.0%