13F

Position

Sunpointe, LLC in Automatic Data Processing In

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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 −$136K$258.92$203.18

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.44K$631.5K0.2%
Q1 20262.57K$521.6K$203.18−$136K$26K0.2%