13F

Position

ROGCO, LP in Visa 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 −$175.4K$350.71$302.24

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.64K$1.28M0.4%
Q1 20263.62K$1.09M$302.24−$175.4K−$8.42K0.4%