13F

Position

Sovran Advisors, 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 −$45.3K$308.63$293.62

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.02K$931.8K0.1%
Q1 20263.27K$959.5K$293.62−$45.3K$73.1K0.1%