INKWELL CAPITAL LLC

Est. AUM

$98.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL CL B NEW	COM	$6.7M	13949	6.81%	SOLE
2	ALPHABET INC CAP STK CL A	COM	$6.2M	21519	6.30%	SOLE
3	MARKEL GROUP INC COM	COM	$4.9M	2571	5.01%	SOLE
4	EXXON MOBIL CORP COM	COM	$4.8M	28270	4.88%	SOLE
5	DOLLAR GEN CORP NEW COM	COM	$4.7M	39168	4.74%	SOLE
6	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT	ETF	$4.5M	23525	4.60%	SOLE
7	AMAZON COM INC COM	COM	$3.9M	18780	3.98%	SOLE
8	HERSHEY CO COM	COM	$3.8M	18270	3.87%	SOLE
9	MASTERCARD INCORPORATED CL A	COM	$3.8M	7560	3.85%	SOLE
10	OCCIDENTAL PETE CORP COM	COM	$3.6M	54980	3.64%	SOLE
11	SCHWAB CHARLES CORP COM	COM	$3.4M	36610	3.50%	SOLE
12	RESTAURANT BRANDS INTL INC COM	COM	$3.4M	46119	3.47%	SOLE
13	APPLE INC COM	COM	$3.4M	13417	3.47%	SOLE
14	NORFOLK SOUTHN CORP COM	COM	$3.4M	11730	3.43%	SOLE
15	DISNEY WALT CO COM	COM	$3.3M	34736	3.41%	SOLE
16	STARBUCKS CORP COM	COM	$3.3M	37057	3.38%	SOLE
17	PROGRESSIVE CORP COM	COM	$3.1M	15708	3.17%	SOLE
18	DOMINOS PIZZA INC COM	COM	$2.9M	8142	2.97%	SOLE
19	MOODYS CORP COM	COM	$2.9M	6611	2.94%	SOLE
20	CARMAX INC COM	COM	$2.7M	63906	2.71%	SOLE
21	META PLATFORMS INC CL A	COM	$2.6M	4512	2.63%	SOLE
22	NIKE INC CL B	COM	$2.5M	47699	2.57%	SOLE
23	VANGUARD STAR FDS VG TL INTL STK F	ETF	$2.3M	29230	2.30%	SOLE
24	ISHARES TR CORE MSCI EAFE	ETF	$2.2M	24811	2.29%	SOLE
25	U HAUL HOLDING COMPANY COM SER N	COM	$2.2M	49012	2.23%	SOLE
26	AMERICAN EXPRESS CO COM	COM	$1.9M	6444	1.98%	SOLE
27	BUILDERS FIRSTSOURCE INC COM	COM	$1.9M	22620	1.90%	SOLE
28	UNITEDHEALTH GROUP INC COM	COM	$1.8M	6804	1.87%	SOLE
29	ELEVANCE HEALTH INC COM	COM	$949K	3242	0.97%	SOLE
30	MICROSOFT CORP COM	COM	$918K	2480	0.93%	SOLE
31	WELLS FARGO CO NEW PERP PFD CNV A	PFD	$216K	187	0.22%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.