13F

Position

FOCUSED ALPHA, LLC in Deere & 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 $83.7K$465.49$563.32

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025856$398.5K0.1%
Q1 20261.1K$618.5K$563.32$83.7K$136.3K0.2%