13F

Position

SUMMITRY LLC in GE Vernova 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 $68.9K$653.57$872.90

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025321$209.8K0.0%
Q1 2026314$274.1K$872.90$68.9K−$4.57K0.0%