13F

Position

TrinityBridge Ltd in EMCOR Group, Inc.

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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 $25.7K$0.61$0.74

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025203.6K$124.6K2.8%
Q1 2026203.6K$150.3K$0.74$25.7K$04.1%