13F

Position

Clarus Group, Inc. in Conocophillips

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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 $355.5K$93.61$132.00

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20259.26K$866.9K0.3%
Q1 20269.28K$1.22M$132.00$355.5K$1.85K0.4%