13F

Position

Sunpointe, LLC in Stryker Corp

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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 −$22.9K$352.42$328.67

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025972$342.6K0.1%
Q1 2026965$317.2K$328.67−$22.9K−$2.47K0.1%