13F

Position

Sunpointe, LLC in Carnival Corp Ltd.

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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 −$231.2K$30.54$25.88

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202562K$1.89M0.6%
Q1 202649.6K$1.28M$25.88−$231.2K−$378.6K0.4%