DOSSIER · 13F-HR · Q2 2026

INKWELL CAPITAL LLC

$96M in tracked AUM across 31 positions as of Q2 2026.

IC
CIK 0002050138 · last filed Jun 30, 2026
Total AUM
$96M
as of Q2 2026
Holdings
31
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

INKWELL CAPITAL LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$7M14K7.3%
02
MKL
MARKEL GROUP INC COM
$5M3K5.2%
03
RSP
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
$5M24K5.2%
04
GOOGL
ALPHABET INC CAP STK CL A
$5M13K4.8%
05
DG
DOLLAR GEN CORP NEW COM
$5M39K4.7%
06
MA
MASTERCARD INCORPORATED CL A
$4M8K4.0%
07
XOM
EXXON MOBIL CORP COM
$4M28K4.0%
08
NSC
NORFOLK SOUTHN CORP COM
$4M12K3.8%
09
PGR
PROGRESSIVE CORP COM
$3M16K3.6%
10
SCHW
SCHWAB CHARLES CORP COM
$3M37K3.5%

Filing history

2026Q2Jun 30
$96M▼ 2.1%
31 positionsView →
2026Q1Mar 31
$98M▼ 0.2%
31 positionsView →
2025Q4Dec 31
$98M▲ 0.4%
29 positionsView →
2025Q3Sep 30
$98M▲ 5.0%
29 positionsLocked
2025Q2Jun 30
$93M▲ 2.0%
29 positionsLocked
2025Q1Mar 31
$92M▼ 2.1%
30 positionsLocked
2024Q4Dec 31
$94M—
32 positionsLocked