13F

Position

Sunpointe, LLC in Alaska Air Group, 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 −$172.2K$50.30$36.78

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202512.7K$640.7K0.2%
Q1 202625.2K$928.3K$36.78−$172.2K$459.8K0.3%