13F

Position

CoreCommodity Management, LLC in Daqo New Energy 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 −$101.1K$29.50$21.27

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202512.3K$362.3K0.1%
Q1 2026148K$3.15M$21.27−$101.1K$2.89M0.6%