13F

Position

Taproot Management LP in Timken Co

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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 $66.8K$84.13$100.57

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.06K$341.8K0.1%
Q1 202627.6K$2.77M$100.57$66.8K$2.37M0.5%