FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,183.88-0.10%
XLE57.010.25%
STOXX50E5,860.32-0.39%
XLF51.760.67%
FTSE10,321.09-0.56%
IXIC24,874.350.15%
RUT2,787.160.01%
GSPC7,175.220.14%
Temp29.3°C
UV12.4
Feels33.3°C
Humidity66%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:15 PM

Institutional Manager · CIK 0002058849

Karl Kapital LLC

SAN FRANCISCO, CA · File #028-26538

Latest AUM
$112.8M
Positions
18
Top-10 Concentration
72.2%
Filings
1

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
NEWENCORE CAP GROUP INCECR+267,817+$14.6M$0
NEWSKYWARD SPECIALTY INS GROUP830940102+229,878+$11.7M$0
NEWFLYWIRE CORPORATIONFLYW+731,091+$10.4M$0
NEWWALKER & DUNLOP INCWD+116,617+$7.0M$0
NEWPROGRESSIVE CORP743315103+30,208+$6.9M$0
NEWCAPITAL ONE FINL CORP14040H105+27,028+$6.6M$0
NEWP10 INC69376K106+663,446+$6.5M$0
NEWTWO HBRS INVT CORP90187B804+579,667+$6.1M$0
NEWUMB FINL CORP902788108+51,728+$6.0M$0
NEWVISA INCV+16,360+$5.7M$0

Sector Allocation

Financials
16.8%$19.0M
Technology
13.8%$15.5M
Real Estate
4.7%$5.3M
Industrials
3.1%$3.5M

Filing History

Top 18 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ENCORE CAP GROUP INCECR267,817$14.6M12.91%
2SKYWARD SPECIALTY INS GROUP830940102229,878$11.7M10.42%
3FLYWIRE CORPORATIONFLYW731,091$10.4M9.18%
4WALKER & DUNLOP INCWD116,617$7.0M6.22%
5PROGRESSIVE CORP74331510330,208$6.9M6.10%
6CAPITAL ONE FINL CORP14040H10527,028$6.6M5.81%
7P10 INC69376K106663,446$6.5M5.77%
8TWO HBRS INVT CORP90187B804579,667$6.1M5.40%
9UMB FINL CORP90278810851,728$6.0M5.28%
10VISA INCV16,360$5.7M5.09%
11INVITATION HOMES INCINVH191,373$5.3M4.72%
12WEALTHFRONT CORPWLTH382,414$5.2M4.61%
13S&P GLOBAL INCSPGI8,574$4.5M3.97%
14AFFILIATED MANAGERS GROUP INMGRE14,898$4.3M3.81%
15SEI INVTS CO78411710343,072$3.5M3.13%
16EQUIFAX INCEFX16,042$3.5M3.09%
17STIFEL FINL CORP86063010226,529$3.3M2.95%
18UWM HOLDINGS CORPORATIONUWMC400,832$1.8M1.56%