13F

Position

Sentry LLC in Broadcom 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 −$84.4K$346.10$309.51

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.61K$902.3K0.2%
Q1 20262.31K$714K$309.51−$84.4K−$103.8K0.2%