Position
SUMMITRY LLC in Esco Technologies Inc
Back to the book · All holders of ESE
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 $295.1K$195.40 → $281.39
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.64K | $711.3K | — | — | — | 0.0% |
| Q1 2026 | 3.43K | $965.7K | $281.39 | $295.1K | −$40.6K | 0.0% |