INKWELL CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMX | 64K | $2.66M |
 | OXY | 55K | $3.57M |
 | UHAL-B | 49K | $2.19M |
 | NKE | 48K | $2.52M |
 | QSR | 46K | $3.41M |
 | DG | 39K | $4.65M |
 | SBUX | 37K | $3.32M |
 | SCHW | 37K | $3.44M |
 | DIS | 35K | $3.35M |
 | XOM | 28K | $4.80M |
 | BLDR | 23K | $1.86M |
 | GOOGL | 22K | $6.19M |
 | AMZN | 19K | $3.91M |
 | HSY | 18K | $3.80M |
 | PGR | 16K | $3.11M |
 | BRK-B | 14K | $6.68M |
 | AAPL | 13K | $3.41M |
 | NSC | 12K | $3.37M |
 | DPZ | 8K | $2.92M |
 | MA | 8K | $3.78M |
CarMax, Inc.
KMX
Shares Held
64K
Value
$2.66M
Occidental Petroleum Corporation
OXY
Shares Held
55K
Value
$3.57M
U-Haul Holding Company
UHAL-B
Shares Held
49K
Value
$2.19M
NIKE, Inc.
NKE
Shares Held
48K
Value
$2.52M
Restaurant Brands International Inc.
QSR
Shares Held
46K
Value
$3.41M
Dollar General Corporation
DG
Shares Held
39K
Value
$4.65M
Starbucks Corporation
SBUX
Shares Held
37K
Value
$3.32M
The Charles Schwab Corporation
SCHW
Shares Held
37K
Value
$3.44M
The Walt Disney Company
DIS
Shares Held
35K
Value
$3.35M
Exxon Mobil Corporation
XOM
Shares Held
28K
Value
$4.80M
Builders FirstSource, Inc.
BLDR
Shares Held
23K
Value
$1.86M
Alphabet Inc.
GOOGL
Shares Held
22K
Value
$6.19M
Amazon.com, Inc.
AMZN
Shares Held
19K
Value
$3.91M
The Hershey Company
HSY
Shares Held
18K
Value
$3.80M
The Progressive Corporation
PGR
Shares Held
16K
Value
$3.11M
Berkshire Hathaway Inc.
BRK-B
Shares Held
14K
Value
$6.68M
Apple Inc.
AAPL
Shares Held
13K
Value
$3.41M
Norfolk Southern Corporation
NSC
Shares Held
12K
Value
$3.37M
Domino's Pizza, Inc.
DPZ
Shares Held
8K
Value
$2.92M
Mastercard Incorporated
MA
Shares Held
8K
Value
$3.78M