本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
INKWELL CAPITAL LLC (CIK 2050138) reported $96.2M across 31 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRKB ($7.0M, 7.25%), MKL ($5.0M, 5.21%), RSP ($5.0M, 5.20%), GOOGL ($4.6M, 4.76%), DG ($4.5M, 4.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $7.0M | 7.25% | 13,942 | Trimmed |
| 2 | MKL | MARKEL GROUP INC COM | $5.0M | 5.21% | 2,567 | Trimmed |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $5.0M | 5.20% | 23,510 | Trimmed |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | $4.6M | 4.76% | 12,820 | Trimmed |
| 5 | DG | DOLLAR GEN CORP NEW COM | $4.5M | 4.69% | 39,163 | Trimmed |
| 6 | MA | MASTERCARD INCORPORATED CL A | $3.9M | 4.03% | 7,548 | Trimmed |
| 7 | XOMXXXX | EXXON MOBIL CORP COM | $3.9M | 4.00% | 28,170 | Trimmed |
| 8 | NSC | NORFOLK SOUTHN CORP COM | $3.7M | 3.83% | 11,710 | Trimmed |
| 9 | PGR | PROGRESSIVE CORP COM | $3.4M | 3.57% | 15,708 | Hold |
| 10 | SCHW | SCHWAB CHARLES CORP COM | $3.4M | 3.51% | 36,570 | Trimmed |
| 11 | AMZN | AMAZON COM INC COM | $3.3M | 3.48% | 14,036 | Trimmed |
| 12 | DIS | DISNEY WALT CO COM | $3.3M | 3.48% | 34,726 | Trimmed |
| 13 | QSR | RESTAURANT BRANDS INTL INC COM | $3.3M | 3.48% | 46,104 | Trimmed |
| 14 | HSY | HERSHEY CO COM | $3.2M | 3.34% | 18,290 | Added |
| 15 | AAPL | APPLE INC COM | $3.1M | 3.25% | 10,809 | Trimmed |
| 16 | MCO | MOODYS CORP COM | $3.0M | 3.11% | 6,608 | Trimmed |
| 17 | UNH | UNITEDHEALTH GROUP INC COM | $2.8M | 2.94% | 6,808 | Added |
| 18 | UHALB | U HAUL HOLDING COMPANY COM SER N | $2.8M | 2.93% | 48,880 | Trimmed |
| 19 | HCA | HCA HEALTHCARE INC COM | $2.7M | 2.79% | 6,889 | New |
| 20 | OXY | OCCIDENTAL PETE CORP COM | $2.7M | 2.78% | 55,005 | Added |
| 21 | META | META PLATFORMS INC CL A | $2.5M | 2.64% | 4,510 | Trimmed |
| 22 | VXUS | VANGUARD STAR FDS VG TL INTL STK F | $2.5M | 2.60% | 29,230 | Hold |
| 23 | DPZ | DOMINOS PIZZA INC COM | $2.4M | 2.51% | 8,144 | Added |
| 24 | IEFA | ISHARES TR CORE MSCI EAFE | $2.4M | 2.49% | 24,816 | Added |
| 25 | AXP | AMERICAN EXPRESS CO COM | $2.2M | 2.27% | 6,444 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30