13F

Position

CoreCommodity Management, LLC in SM Energy 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 $1.47M$18.70$31.18

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025117.6K$2.2M0.5%
Q1 2026210.9K$6.57M$31.18$1.47M$2.91M1.2%