Position
Simcoe Capital LLC in Atlas Energy Solutions Inc.
Back to the book · All holders of AESI
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 $1.01M$9.42 → $13.12
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 273.8K | $2.58M | — | — | — | 2.4% |
| Q1 2026 | 332.5K | $4.36M | $13.12 | $1.01M | $770.1K | 4.0% |