13F

Position

SUMMITRY LLC in Axos Financial, 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 −$3.23K$86.16$85.09

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.02K$259.8K0.0%
Q1 20263.02K$256.8K$85.09−$3.23K$2550.0%