13F

Position

one8zero8, LLC in Freeport-Mcmoran 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 $40K$50.79$58.78

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20255.7K$289.5K0.1%
Q1 20265K$293.9K$58.78$40K−$35.6K0.1%