13F

Position

Steadtrust LLC in Dell Technologies 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 $651.1K$125.88$164.13

QuarterSharesValueImplied pxEst. markFlowWeight
Q2 202519.7K$2.42M1.9%
Q3 202519.1K$2.71M$141.77$366.9K−$73.4K1.8%
Q4 202517.4K$2.19M$125.88−$276K−$250.9K1.3%
Q1 202617K$2.79M$164.13$651.1K−$44.1K1.6%