Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

INTREPID CAPITAL MANAGEMENT INC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

INTREPID CAPITAL MANAGEMENT INC (CIK 1092838) reported $260.5M across 104 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DUHP ($17.3M, 6.65%), GRPN ($15.8M, 6.05%), CRNC ($13.3M, 5.10%), GOOGL ($10.8M, 4.14%), BAND ($9.8M, 3.76%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DUHPDIMENSIONAL US HIGH PROFITABILITY ETF$17.3M6.65%471,202Added
2GRPNGroupon Inc$15.8M6.05%19.2MHold
3CRNCCerence Inc$13.3M5.10%15.0MAdded
4GOOGLALPHABET INC CLASS CLASS A$10.8M4.14%37,520Trimmed
5BANDBandwidth Inc$9.8M3.76%10.9MAdded
6CEFSPROTT PHYSICAL GLD SLVR$9.7M3.74%203,948Trimmed
7Pennymac Corp$9.4M3.61%9.0MHold
8LIENChicago Atlantic Bdc Inc$7.1M2.71%756,185Trimmed
9IAUISHARES GOLD TRUST$6.7M2.58%76,246Added
10BRK/BBERKSHIRE HATHAWAY CLASS B$6.5M2.51%13,658Added
11SIISPROTT INC F$5.9M2.25%41,048Added
12MSGSMADISON SQUARE GARDEN SP CLASS CLASS A$4.6M1.75%14,187Added
13LIBERTY LIVE HLDGS INC CLASS SERIES A$4.4M1.68%47,791Added
14DIHPDIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF$4.2M1.63%131,891Added
15PMPHILIP MORRIS INTL INC$4.2M1.62%25,552Added
16TJXTJX COS INC NEW$3.9M1.48%24,164Added
17FRPHFRP HLDGS INC$3.9M1.48%176,483Added
18UNFUNIFIRST CORP MASS$3.7M1.44%14,885Added
19PRPERMIAN RES CORP CLASS CLASS A$3.7M1.43%175,355Added
20NVDANVIDIA CORP$3.7M1.43%21,415Added
21WRBBERKLEY W R CORP$3.7M1.41%55,496Added
22DLTRDOLLAR TREE INC$3.3M1.28%30,389Added
23FWONKLIBERTY MEDIA CORP DEL CLASS SERIES C$3.3M1.28%39,291Added
24BATRKATLANTA BRAVES HLDGS INC CLASS SERIES C$3.3M1.25%76,293Added
25JNJJOHNSON & JOHNSON$3.2M1.21%12,926Added

Source: SEC Form 13F filings · as of 2026-03-31