13F

Position

Quarry LP in Plug Power 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 $77$1.97$2.26

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025265$5220.0%
Q1 2026413$933$2.26$77$3340.0%