13F

Position

Basepoint Wealth LLC in Freeport-Mcmoran 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 $10.1K$50.81$58.79

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.63K$82.6K0.1%
Q1 20261.27K$74.7K$58.79$10.1K−$18K0.0%