13F

Position

Sunpointe, LLC in Cameco 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 $151.4K$91.49$108.61

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20258.85K$809.8K0.3%
Q1 20268.84K$960.3K$108.61$151.4K−$8230.3%