Position
SUMMITRY LLC in DONALDSON Co INC
Back to the book · All holders of DCI
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 −$12.8K$88.65 → $84.87
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.38K | $300.1K | — | — | — | 0.0% |
| Q1 2026 | 3.37K | $285.9K | $84.87 | −$12.8K | −$1.42K | 0.0% |