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.
INKWELL CAPITAL LLC (CIK 2050138) reported $98.2M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($6.7M, 6.81%), GOOGL ($6.2M, 6.30%), MKL ($4.9M, 5.01%), XOM ($4.8M, 4.88%), DG ($4.7M, 4.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $6.7M | 6.81% | 13,949 | Trimmed |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | $6.2M | 6.30% | 21,519 | Trimmed |
| 3 | MKL | MARKEL GROUP INC COM | $4.9M | 5.01% | 2,571 | Trimmed |
| 4 | XOM | EXXON MOBIL CORP COM | $4.8M | 4.88% | 28,270 | Trimmed |
| 5 | DG | DOLLAR GEN CORP NEW COM | $4.7M | 4.74% | 39,168 | Trimmed |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $4.5M | 4.60% | 23,525 | Trimmed |
| 7 | AMZN | AMAZON COM INC COM | $3.9M | 3.98% | 18,780 | Trimmed |
| 8 | HSY | HERSHEY CO COM | $3.8M | 3.87% | 18,270 | Added |
| 9 | MA | MASTERCARD INCORPORATED CL A | $3.8M | 3.85% | 7,560 | Trimmed |
| 10 | OXY | OCCIDENTAL PETE CORP COM | $3.6M | 3.64% | 54,980 | Trimmed |
| 11 | SCHW | SCHWAB CHARLES CORP COM | $3.4M | 3.50% | 36,610 | Trimmed |
| 12 | AAPL | APPLE INC COM | $3.4M | 3.47% | 13,417 | Trimmed |
| 13 | QSR | RESTAURANT BRANDS INTL INC COM | $3.4M | 3.47% | 46,119 | Trimmed |
| 14 | NSC | NORFOLK SOUTHN CORP COM | $3.4M | 3.43% | 11,730 | Trimmed |
| 15 | DIS | DISNEY WALT CO COM | $3.3M | 3.41% | 34,736 | Trimmed |
| 16 | SBUX | STARBUCKS CORP COM | $3.3M | 3.38% | 37,057 | Added |
| 17 | PGR | PROGRESSIVE CORP COM | $3.1M | 3.17% | 15,708 | New |
| 18 | DPZ | DOMINOS PIZZA INC COM | $2.9M | 2.97% | 8,142 | New |
| 19 | MCO | MOODYS CORP COM | $2.9M | 2.94% | 6,611 | Trimmed |
| 20 | KMX | CARMAX INC COM | $2.7M | 2.71% | 63,906 | Trimmed |
| 21 | META | META PLATFORMS INC CL A | $2.6M | 2.63% | 4,512 | Trimmed |
| 22 | NKE | NIKE INC CL B | $2.5M | 2.57% | 47,699 | Added |
| 23 | VXUS | VANGUARD STAR FDS VG TL INTL STK F | $2.3M | 2.30% | 29,230 | Trimmed |
| 24 | IEFA | ISHARES TR CORE MSCI EAFE | $2.2M | 2.29% | 24,811 | Trimmed |
| 25 | UHAL/B | U HAUL HOLDING COMPANY COM SER N | $2.2M | 2.23% | 49,012 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31