13F

Position

SUMMITRY LLC in Walmart 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 $106.8K$111.41$124.28

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20258.3K$924.6K0.0%
Q1 202611.5K$1.43M$124.28$106.8K$400.6K0.1%