13F

Position

SUMMITRY LLC in Micron Technology 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 $55.9K$285.43$337.86

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.07K$304.3K0.0%
Q1 20261.22K$411.5K$337.86$55.9K$51.4K0.0%