13F

Position

Sentry LLC in Fedex 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 $23.8M$288.86$356.18

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025571.8K$165.2M45.2%
Q1 2026353.4K$125.9M$356.18$23.8M−$63.1M40.0%