13F

Position

FOCUSED ALPHA, LLC in Darden Restaurants 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 $26.3K$184.02$196.04

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.18K$401.9K0.1%
Q1 20262.35K$460.7K$196.04$26.3K$32.5K0.1%