13F

Position

Optas, LLC in Conagra Brands 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 −$19.3K$17.31$15.72

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202526.4K$456.6K0.1%
Q1 202612.1K$190.4K$15.72−$19.3K−$247K0.0%