13F

Position

Sunpointe, LLC in Rb Global 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 −$30K$102.87$95.85

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.27K$439.7K0.1%
Q1 20264.27K$409.7K$95.85−$30K$00.1%