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
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BRK.B Berkshire Hathaway Inc-cl B
| 6.81% | $6.684M 13,949 shares@ $479.21 avg price | Decreased -1.13% |
GOOGL Alphabet Inc-cl A
| 6.31% | $6.188M 21,519 shares@ $287.57 avg price | Decreased -22.19% |
MKL Markel Group Inc
| 5.02% | $4.921M 2,571 shares@ $1914.08 avg price | Decreased -1.26% |
XOM Exxon Mobil Corp
| 4.89% | $4.796M 28,270 shares@ $169.66 avg price | Decreased -1.14% |
DG Dollar General Corp
| 4.74% | $4.65M 39,168 shares@ $118.74 avg price | Decreased -1.44% |
RSP Invesco S&p 500 Equal Weight
| 4.6% | $4.515M 23,525 shares@ $191.92 avg price | Decreased -21.79% |
AMZN Amazon.com Inc
| 3.99% | $3.911M 18,780 shares@ $208.28 avg price | Decreased -1.27% |
HSY Hershey Co The
| 3.87% | $3.798M 18,270 shares@ $207.89 avg price | Increased 21.73% |
MA Mastercard Inc - A
| 3.85% | $3.777M 7,560 shares@ $499.67 avg price | Decreased -0.93% |
OXY Occidental Petroleum Corp
| 3.64% | $3.574M 54,980 shares@ $65.0 avg price | Decreased -0.98% |
1-10 of 31