13F

Position

TSFG, LLC in Mcdonalds 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 $16$0.31$0.31

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.06K$9340.1%
Q1 20263.07K$955$0.31$16$50.1%