Institutions / Inkwell Capital LLC
Inkwell Capital LLC
CIK 2050138 · Institution · as of Dec 31, 2025
Portfolio value
$98.44M
Positions
29
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 29 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $8.66M | 8.8% |
| Warren E. Buffett | $7.09M | 7.2% |
| Invesco Exchange Traded Fd T S&P500 Eql Wgt | $5.76M | 5.9% |
| Markel Group Inc | $5.60M | 5.7% |
| Dollar General Corp | $5.28M | 5.4% |
| Amazon.com Inc | $4.39M | 4.5% |
| Mastercard Inc | $4.36M | 4.4% |
| Walt Disney Co | $4.00M | 4.1% |
| Schwab Charles Corp | $3.69M | 3.7% |
| Apple Inc. | $3.68M | 3.7% |
| Exxon Mobil Corp | $3.44M | 3.5% |
| Norfolk Southern Corp | $3.43M | 3.5% |
| Moody's Corp | $3.40M | 3.5% |
| Restaurant Brands International Inc.QSR | $3.36M | 3.4% |
| Starbucks Corp | $3.04M | 3.1% |
| Meta Platforms Inc | $2.99M | 3.0% |
| Hershey Co | $2.73M | 2.8% |
| CarMax Inc | $2.48M | 2.5% |
| NIKE, Inc. | $2.42M | 2.5% |
| American Express Co | $2.41M | 2.4% |
| Builders FirstSource Inc | $2.34M | 2.4% |
| U-Haul Holding Co | $2.31M | 2.3% |
| Occidental Petroleum Corp /De | $2.28M | 2.3% |
| Unitedhealth Group Inc | $2.26M | 2.3% |
| iShares Tr Core MSCI Eafe | $2.23M | 2.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.