Institutions / Karl Kapital LLC

Karl Kapital LLC

CIK 2058849 · Institution · as of Dec 31, 2025
Portfolio value
$112.77M
Positions
18
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Encore Capital Group Inc$14.56M267,81712.9%
Skyward Specialty Insurance Group, Inc.$11.75M229,87810.4%
Flywire Corp$10.35M731,0919.2%
Walker & Dunlop, Inc.$7.01M116,6176.2%
Progressive CORP/OH$6.88M30,2086.1%
Capital One Financial Corp$6.55M27,0285.8%
Ridgepost Capital, Inc.$6.51M663,4465.8%
Two Harbors Investment Corp.$6.09M579,6675.4%
UMB Financial Corp$5.95M51,7285.3%
Visa Inc$5.74M16,3605.1%
Invitation Homes Inc.$5.32M191,3734.7%
Wealthfront CorpWLTHCommon Stock$5.20M382,4144.6%
S&P Global Inc.$4.48M8,5744.0%
Affiliated Managers Group Inc$4.29M14,8983.8%
Sei Investments Co$3.53M43,0723.1%
Equifax Inc$3.48M16,0423.1%
Stifel Financial Corp$3.32M26,5292.9%
Uwm Holdings Corp$1.76M400,8321.6%

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.