Portfolio (Quarterly) Guide ↗

INKWELL CAPITAL LLC

· CIK 0002050138

13F Portfolio $96M AUM 31 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 3 New 4 Added 20 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	KMX	CARMAX INC COM	Consumer Cyclical	64,085	$2.5M	2.52%	SOLD

Sector Allocation

Financial Services 27.4%

Consumer Cyclical 17.2%

Communication Services 13.7%

Consumer Defensive 10.1%

Healthcare 8.9%

Energy 8.6%

Industrials 7.5%

Technology 6.6%