13F

Position

Quarry LP in Smithfield Foods 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 $12.6K$22.33$27.97

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.24K$50K0.0%
Q1 20263.12K$87.2K$27.97$12.6K$24.6K0.0%