13F

Position

Sunpointe, LLC in Eaton Corp Plc

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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 $41.5K$318.37$357.67

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.06K$336.2K0.1%
Q1 20261.09K$389.1K$357.67$41.5K$11.4K0.1%