13F

Position

Clarus Group, Inc. in Mcdonalds 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 $6.17K$305.53$310.91

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.15K$350.8K0.1%
Q1 20261.15K$358.2K$310.91$6.17K$1.24K0.1%