13F

Position

Sunpointe, LLC in Starbucks 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 $17.5K$84.21$89.59

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20256.75K$568.2K0.2%
Q1 20263.25K$291.1K$89.59$17.5K−$294.7K0.1%