13F

Position

one8zero8, LLC in Southern Copper 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 $136.7K$143.47$172.06

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20255.14K$738.2K0.2%
Q1 20264.78K$822.4K$172.06$136.7K−$52.4K0.2%