Inkwell Capital LLC

Inkwell Capital LLC reported 31 holdings worth US$96.2M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 3, 2026

Inkwell Capital LLC reported 31 holdings worth US$96.2M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Markel Group Inc. and Alphabet Inc (google) Class C. Filed Aug 3, 2026 (Form 13F).

Holdings
31
Value as reported
US$96.2M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.13,942US$6.98M7.3%
Markel Group Inc.2,567US$5.01M5.2%
Alphabet Inc (google) Class C12,820US$4.58M4.8%
Dollar General Corporation39,163US$4.51M4.7%
Mastercard Incorporated7,548US$3.88M4.0%
Exxon Mobil Corporation28,170US$3.85M4.0%
Norfolk Southern Corporation11,710US$3.68M3.8%
Progressive Corporation (the)15,708US$3.43M3.6%
Charles Schwab Corporation (the)36,570US$3.37M3.5%
Amazon.com, Inc.14,036US$3.35M3.5%
Restaurant Brands International Inc.46,104US$3.34M3.5%
Walt Disney Company (the)34,726US$3.34M3.5%
The Hershey Company18,290US$3.21M3.3%
Apple Inc10,809US$3.13M3.3%
Moody's Corporation6,608US$2.99M3.1%
Unitedhealth Group Incorporated6,808US$2.83M2.9%
U-haul Holding Company48,880US$2.82M2.9%
Hca Healthcare, Inc.6,889US$2.69M2.8%
Occidental Petroleum Corporation55,005US$2.67M2.8%
Meta Platforms, Inc.4,510US$2.54M2.6%
Domino's Pizza Inc8,144US$2.41M2.5%
American Express Company6,444US$2.18M2.3%
Starbucks Corporation19,977US$2.04M2.1%
Builders Firstsource, Inc.22,630US$2.02M2.1%
Nike, Inc.47,729US$1.96M2.0%
Microsoft Corp.5,181US$1.93M2.0%
Elevance Health, Inc.3,265US$1.26M1.3%
Wells Fargo & Company3,066US$253K0.26%
Carmax Inc0US$00.00%

Source

View original at SEC

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