13F

Position

BFI Infinity Ltd. in Mckesson 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 $167.9K$820.29$865.36

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.73K$3.06M1.9%
Q1 20263.96K$3.43M$865.36$167.9K$201.6K1.9%