13F

Position

Continuum Advisory, LLC in Kroger 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 $90.2K$62.48$72.36

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202511.2K$700K0.1%
Q1 20269.13K$660.9K$72.36$90.2K−$129.4K0.1%