13F

Position

SUMMITRY LLC in CARRIER GLOBAL Corp

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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 $3.44M$52.84$56.31

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025990.8K$52.4M2.2%
Q1 20261.42M$79.9M$56.31$3.44M$24.2M2.8%