INKWELL CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMX | 64K | $2.48M |
 | OXY | 56K | $2.28M |
 | UHAL-B | 49K | $2.31M |
 | QSR | 49K | $3.36M |
 | DG | 40K | $5.28M |
 | NKE | 38K | $2.42M |
 | SCHW | 37K | $3.69M |
 | SBUX | 36K | $3.04M |
 | DIS | 35K | $4.00M |
 | XOM | 29K | $3.44M |
 | GOOGL | 28K | $8.66M |
 | BLDR | 23K | $2.34M |
 | AMZN | 19K | $4.39M |
 | HSY | 15K | $2.73M |
 | BRK-B | 14K | $7.09M |
 | AAPL | 14K | $3.68M |
 | NSC | 12K | $3.43M |
 | MA | 8K | $4.36M |
 | UNH | 7K | $2.26M |
 | MCO | 7K | $3.40M |
CarMax, Inc.
KMX
Shares Held
64K
Value
$2.48M
Occidental Petroleum Corporation
OXY
Shares Held
56K
Value
$2.28M
U-Haul Holding Company
UHAL-B
Shares Held
49K
Value
$2.31M
Restaurant Brands International Inc.
QSR
Shares Held
49K
Value
$3.36M
Dollar General Corporation
DG
Shares Held
40K
Value
$5.28M
NIKE, Inc.
NKE
Shares Held
38K
Value
$2.42M
The Charles Schwab Corporation
SCHW
Shares Held
37K
Value
$3.69M
Starbucks Corporation
SBUX
Shares Held
36K
Value
$3.04M
The Walt Disney Company
DIS
Shares Held
35K
Value
$4.00M
Exxon Mobil Corporation
XOM
Shares Held
29K
Value
$3.44M
Alphabet Inc.
GOOGL
Shares Held
28K
Value
$8.66M
Builders FirstSource, Inc.
BLDR
Shares Held
23K
Value
$2.34M
Amazon.com, Inc.
AMZN
Shares Held
19K
Value
$4.39M
The Hershey Company
HSY
Shares Held
15K
Value
$2.73M
Berkshire Hathaway Inc.
BRK-B
Shares Held
14K
Value
$7.09M
Apple Inc.
AAPL
Shares Held
14K
Value
$3.68M
Norfolk Southern Corporation
NSC
Shares Held
12K
Value
$3.43M
Mastercard Incorporated
MA
Shares Held
8K
Value
$4.36M
UnitedHealth Group Incorporated
UNH
Shares Held
7K
Value
$2.26M
Moody's Corporation
MCO
Shares Held
7K
Value
$3.40M