Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FARLEY CAPITAL L.P. (CIK 1479465) reported $123.3M across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($36.4M, 29.52%), MA ($31.1M, 25.21%), MSFT ($19.5M, 15.77%), FSLR ($10.3M, 8.36%), META ($5.6M, 4.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $36.4M | 29.52% | 126,897 | Trimmed |
| 2 | MA | MASTERCARD INC | $31.1M | 25.21% | 62,227 | Added |
| 3 | MSFT | MICROSOFT CORP | $19.5M | 15.77% | 52,550 | Added |
| 4 | FSLR | FIRST SOLAR INC | $10.3M | 8.36% | 52,285 | Added |
| 5 | META | META PLATFORMS INC | $5.6M | 4.52% | 9,753 | Trimmed |
| 6 | ATGE | COVISTA INC | $4.3M | 3.48% | 37,256 | Hold |
| 7 | GOOGL | ALPHABET INC | $3.8M | 3.06% | 13,134 | Hold |
| 8 | ILCG | ISHARES TR | $2.7M | 2.15% | 74,000 | Hold |
| 9 | WDAY | WORKDAY INC | $2.0M | 1.59% | 15,100 | New |
| 10 | MCHI | ISHARES TR | $1.9M | 1.56% | 34,220 | Hold |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.4M | 1.12% | 2,894 | Hold |
| 12 | WDAY | WORKDAY INC | $1.2M | 0.99% | 9,400 | New |
| 13 | EXPE | EXPEDIA GROUP INC | $1.0M | 0.81% | 4,350 | Hold |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $718,140 | 0.58% | 1 | Hold |
| 15 | SONY | SONY GROUP CORP | $669,645 | 0.54% | 32,350 | Hold |
| 16 | OXY | OCCIDENTAL PETE CORP | $454,220 | 0.37% | 6,988 | Hold |
| 17 | BABA | ALIBABA GROUP HLDG LTD | $269,092 | 0.22% | 1,587 | Hold |
| 18 | BLFY | BLUE FOUNDRY BANCORP | $149,122 | 0.12% | 11,263 | Hold |
| 19 | KMX | CARMAX INC. | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31