13F

Position

Fidelity in Sanfilippo John B & Son Inc

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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 $25.2K$79.32$85.99

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.93K$277.2K0.0%
Q1 20263.78K$299.9K$79.32$33K−$10.2K0.0%
Q2 20263.8K$326.6K$85.99$25.2K$1.46K0.0%