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Portfolio (Quarterly) Guide ↗

Karl Kapital LLC

· CIK 0002058849
13F Portfolio $144M AUM 22 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 8 Added 3 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ECPG ENCORE CAP GROUP INC Financial Services 222,611.0 $15.6M 10.81% -45K -16.9% $70.12 +14.4%
2 PGR PROGRESSIVE CORP Financial Services 24,451.0 $4.8M 3.36% -6K -19.1% $198.24 +0.6%
3 RPC RIDGEPOST CAP INC Financial Services 651,082.0 $4.7M 3.27% -12K -1.9% $7.26 +14.0%

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
Financial Services 83.2%
Technology 14.1%
Consumer Cyclical 2.7%