test

Aaron Byrd

Inkwell Capital Llc

Assets Managed
$98.206M
Holdings
31
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-0.23%(2Q avg: 0.08%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Inkwell Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Inkwell Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 98.206M in assets, with a quarterly growth rate of -0.23% and a 2-quarter average growth rate of 0.08%. The portfolio is managed by Aaron Byrd, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.13%
6.81%
$6.684M
13,949 shares@ $479.21 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -22.19%
6.31%
$6.188M
21,519 shares@ $287.57 avg price
MKL
Markel Group Inc
Recent Activity
Decreased -1.26%
5.02%
$4.921M
2,571 shares@ $1914.08 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -1.14%
4.89%
$4.796M
28,270 shares@ $169.66 avg price
DG
Dollar General Corp
Recent Activity
Decreased -1.44%
4.74%
$4.65M
39,168 shares@ $118.74 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -21.79%
4.6%
$4.515M
23,525 shares@ $191.92 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.27%
3.99%
$3.911M
18,780 shares@ $208.28 avg price
HSY
Hershey Co The
Recent Activity
Increased 21.73%
3.87%
$3.798M
18,270 shares@ $207.89 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -0.93%
3.85%
$3.777M
7,560 shares@ $499.67 avg price
OXY
Occidental Petroleum Corp
Recent Activity
Decreased -0.98%
3.64%
$3.574M
54,980 shares@ $65.0 avg price

1-10 of 31