Key PointsAdded 331,300 shares of Alaska Air Group; estimated transaction value ~$15.97 million based on average pricing for the quarter. Quarter-end position value rose by $11.70 million, reflecting both new purchases and stock price movement. Estimated trade size equaled 8.09% of reportable 13F assets under management (AUM). Post-trade holding: 351,333 shares valued at $12.70 million. The Alaska Air stake now represents 6.44% of fund AUM, whic…