13F

Position

TrinityBridge Ltd in Mastec 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 $21$0.22 → $0.32

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025200$43———0.0%
Q1 2026200$64$0.32$21−$00.0%