13F

Position

Clarus Group, Inc. in Halliburton Co

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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 $91.1K$28.26$38.99

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20258.78K$248.1K0.1%
Q1 20268.49K$331.2K$38.99$91.1K−$8.11K0.1%