Situational Awareness · July 2026
$45B
July 1 · reported peak
29 DAYS
$45B
July 1, 2026
−$0B
gone in four weeks
78% of the fund
BOARDROOM
WIRE
Reported · CNBC, WSJ
Reported fund value, July 1 – July 30, 2026 · peak $45B, ~$10B after the Citadel block trade · a fall in fund value, not a net return figure
@BoardroomWire
R replay · ?final still