13F

Position

McHugh 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 $31K$305.64$310.80

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20256.1K$1.86M1.1%
Q1 20266K$1.87M$310.80$31K−$29.6K1.1%