13F

Position

Sentry LLC in Nucor 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 $31.3K$163.11$169.10

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20255.95K$970.5K0.3%
Q1 20265.23K$883.7K$169.10$31.3K−$118.1K0.3%