13F

Position

CoreCommodity Management, LLC in National Fuel Gas 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 $31K$80.06$93.96

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.54K$203K0.0%
Q1 20262.23K$209.6K$93.96$31K−$24.3K0.0%