Position
VALUEWORKS LLC in Cadeler A/S
Back to the book · All holders of CDLR
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 $2.48M$18.59 → $23.53
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 529.6K | $9.84M | — | — | — | 2.6% |
| Q1 2026 | 502.5K | $11.8M | $23.53 | $2.48M | −$503.5K | 3.2% |