13F

Position

TSFG, LLC in Crocs, 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 −$1$0.09$0.08

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025500$430.0%
Q1 2026500$42$0.08−$1−$00.0%