13F

Position

XML Financial, LLC in Vertiv Holdings 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 $120.9K$162.01$250.59

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.36K$221.1K0.0%
Q1 20261.71K$428.5K$250.59$120.9K$86.5K0.0%