13F

Position

AVENIR CORP in Walmart 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 $45.1K$111.41$124.28

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.5K$390K0.0%
Q1 20263.5K$435.1K$124.28$45.1K$00.1%