13F

Position

Basepoint Wealth LLC in V F Corp

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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 −$40$18.12$17.15

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202541$7430.0%
Q1 202641$703$17.15−$40$00.0%