13F

Position

Optas, LLC in Kroger Co

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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 $40.3K$62.48$72.36

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.96K$309.6K0.0%
Q1 20264.08K$295.4K$72.36$40.3K−$54.5K0.0%