13F

Position

Sunpointe, LLC in Constellation Energy 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 −$59.4K$353.27$279.25

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025866$305.9K0.1%
Q1 2026803$224.2K$279.25−$59.4K−$22.3K0.1%