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Portfolio (Quarterly) Guide ↗

FARLEY CAPITAL L.P.

· CIK 0001479465
13F Portfolio $123M AUM 18 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 3 Added 1 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WORKDAY INC 15,100.0 $2.0M 1.59% NEW $129.92
2 WDAY WORKDAY INC Technology 9,400.0 $1.2M 0.99% NEW $129.92 -0.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 40.0%
Financial Services 27.1%
Technology 18.6%
Energy 9.4%
Consumer Cyclical 4.9%