INKWELL CAPITAL LLC
RIA/Wealth • Value
INKWELL CAPITAL LLC is a Value-focused institution led by Aaron Byrd, reporting $110.7M in AUM as of Q3 2025 with BRK.B as the largest holding (7% allocation).
PresidentAaron Byrd
- Portfolio Value
- $97.8M
- Positions
- 28
- Top Holding
- BRK.B at 7.33%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in INKWELL CAPITAL LLC's portfolio (50% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $7.2M | 7.33% | -$84.0K Sold | 0.00% 14.3K shares | |
Internet Content & Information Communication Services | $7.0M | 7.12% | -$100.9K Sold | 0.00% 28.7K shares | |
ETF ETF | $5.7M | 5.84% | -$100.2K Sold | — 30.1K shares | |
Insurance - Property & Casualty Financial Services | $5.0M | 5.14% | -$68.8K Sold | 0.02% 2.6K shares | |
Financial - Credit Services Financial Services | $4.4M | 4.50% | -$72.8K Sold | 0.00% 7.7K shares | |
Specialty Retail Consumer Cyclical | $4.2M | 4.33% | -$72.5K Sold | 0.00% 19.3K shares | |
Discount Stores Consumer Defensive | $4.2M | 4.24% | -$47.7K Sold | 0.02% 40.2K shares | |
Entertainment Communication Services | $4.1M | 4.16% | -$47.3K Sold | 0.00% 35.5K shares | |
Railroads Industrials | $3.6M | 3.69% | -$45.4K Sold | 0.01% 12.0K shares | |
Financial - Capital Markets Financial Services | $3.6M | 3.64% | -$43.1K Sold | 0.00% 37.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in INKWELL CAPITAL LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+63.86% | |
+35.22% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-25.07% | |
-1.72% | |
-1.71% |
Analytics
Portfolio insights and performance metrics for INKWELL CAPITAL LLC
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