Position
Sunpointe, LLC in Paccar Inc
Back to the book · All holders of PCAR
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 $22.9K$110.90 → $115.50
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 5K | $555K | — | — | — | 0.2% |
| Q1 2026 | 4.99K | $575.8K | $115.50 | $22.9K | −$2.11K | 0.2% |