INKWELL CAPITAL LLC - Portfolio Stock Holdings

INKWELL CAPITAL LLC disclosed 29 stock positions in a recent SEC 13F filing. $95,152,409 of stock holdings were filed, with the largest holdings including BRK.B, RSP, and DG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $112,174,469 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.