13F

Position

CoreCommodity Management, LLC in Murphy Oil 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 $1.33M$31.25$41.25

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025148.9K$4.65M1.0%
Q1 2026133K$5.49M$41.25$1.33M−$496.3K1.0%