13F

Position

Plancorp, LLC in Mcdonalds 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 $288$305.64$305.67

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202511K$3.35M0.1%
Q1 20269.64K$2.95M$305.67$288−$401.6K0.1%