13F

Position

DMC Group, LLC in Mcdonalds 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 $12.1K$305.63$310.79

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.35K$718.8K0.5%
Q1 20262.35K$730K$310.79$12.1K−$9170.5%