13F

Position

Sunpointe, LLC in Dominos Pizza Inc

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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 −$108K$416.82$358.79

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.25K$935.8K0.3%
Q1 20261.86K$667.7K$358.79−$108K−$160.1K0.2%