§ 13F · FUND PROFILE
INKWELL CAPITAL LLC.
AUM · $96M (13F)Positions · 31Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 14K | $7M | 7.3% | ±0% |
| 2 | MKL | MARKEL GROUP INC COM | 3K | $5M | 5.2% | ±0% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 24K | $5M | 5.2% | ±0% |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | 13K | $5M | 4.8% | −40% |
| 5 | DG | DOLLAR GEN CORP NEW COM | 39K | $5M | 4.7% | ±0% |
| 6 | MA | MASTERCARD INCORPORATED CL A | 8K | $4M | 4.0% | ±0% |
| 7 | XOM | EXXON MOBIL CORP COM | 28K | $4M | 4.0% | ±0% |
| 8 | NSC | NORFOLK SOUTHN CORP COM | 12K | $4M | 3.8% | ±0% |
| 9 | PGR | PROGRESSIVE CORP COM | 16K | $3M | 3.6% | ±0% |
| 10 | SCHW | SCHWAB CHARLES CORP COM | 37K | $3M | 3.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INKWELL SIGNAL
AC read
INKWELL CAPITAL LLC is a Other fund managing $96 million in assets. The fund runs a portfolio of 31 positions.
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