13F

Position

one8zero8, LLC in Walmart 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 $116.3K$111.41$124.28

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20259.16K$1.02M0.2%
Q1 20269.04K$1.12M$124.28$116.3K−$13.6K0.3%