13F

Position

Sunpointe, 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 $109.4K$653.57$872.90

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025499$326.1K0.1%
Q1 2026549$479.2K$872.90$109.4K$43.6K0.2%