13F

Position

Red Tortoise LLC in Vertiv Holdings 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 $13K$162.01$250.58

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025147$23.8K0.0%
Q1 2026147$36.8K$250.58$13K−$00.0%