13F

Position

Sentry LLC in American Express 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 −$303.5K$369.95$302.48

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.59K$1.7M0.5%
Q1 20264.5K$1.36M$302.48−$303.5K−$34.4K0.4%