13F

Position

Sunpointe, LLC in Csx 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 $58.3K$36.25$41.05

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202512.1K$440K0.1%
Q1 202623K$945.5K$41.05$58.3K$447.2K0.3%