13F

Position

one8zero8, LLC in Totalenergies Se

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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 $122.7K$65.42$90.98

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20256.8K$444.9K0.1%
Q1 20264.8K$436.7K$90.98$122.7K−$130.8K0.1%