13F

Position

Sunpointe, LLC in Deere & Co

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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 $105K$467.19$563.30

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.17K$544.3K0.2%
Q1 20261.09K$615.1K$563.30$105K−$34.1K0.2%