13F

Position

SUMMITRY LLC in Conagra Brands 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 −$36K$17.31$15.72

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202522.6K$391.8K0.0%
Q1 202646.3K$727.8K$15.72−$36K$372K0.0%