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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
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UBS UBS GROUP AG Financial Services 88,866.0 $3.5M 2.40% NEW $39.07 +20.2%
22 CCS CENTURY COMMUNITIES INC Consumer Cyclical 59,355.0 $3.4M 2.36% NEW $57.38 -9.5%
Page 2 of 2  ·  22 positions

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%