13F

Position

SUMMITRY LLC in SPX Technologies, 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 −$235$200.06$199.94

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.96K$391.9K0.0%
Q1 20261.96K$392.1K$199.94−$235$4000.0%