INKWELL CAPITAL LLC: 13F holdings
CIK 20501382026Q2
| Positions | 31 |
|---|---|
| Reported value | $96.2m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 13,942 | $7.0m | 7.3% |
| MKL MARKEL GROUP INC COM | 2,567 | $5.0m | 5.2% |
| RSP INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 23,510 | $5.0m | 5.2% |
| GOOGL ALPHABET INC CAP STK CL A | 12,820 | $4.6m | 4.8% |
| DG DOLLAR GEN CORP NEW COM | 39,163 | $4.5m | 4.7% |
| MA MASTERCARD INCORPORATED CL A | 7,548 | $3.9m | 4.0% |
| EXXON MOBIL CORP COM | 28,170 | $3.9m | 4.0% |
| NSC NORFOLK SOUTHN CORP COM | 11,710 | $3.7m | 3.8% |
| PGR PROGRESSIVE CORP COM | 15,708 | $3.4m | 3.6% |
| SCHW SCHWAB CHARLES CORP COM | 36,570 | $3.4m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2050138")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.