13F

Position

CoreCommodity Management, LLC in West Fraser Timber Co., Ltd

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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 $148.7K$61.09$65.25

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202535.8K$2.19M0.5%
Q1 202643.6K$2.84M$65.25$148.7K$508.2K0.5%