account_balance
Investment manager · 13F filer · SEC CIK 1092838
Intrepid Capital Management Inc
Reported value$304Mas of Sep 30, 2026
Positions107 5 new, 7 sold out
Top 10 weight36.9%Cerence Inc alone is 7%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
Cerence Inc
6.7%Added +36%
DUHPU S High Relative Profitability ETF
6.6%
Groupon Inc
4.3%Trimmed −16%
Pennymac Corp
3.6%
GOOGLAlphabet Inc.
3.4%
CEFSprott Physical Gold & Silver Trust
2.8%
Par Technology Corp
BRK-BBerkshire Hathaway Inc
2.4%
LIENChicago Atlantic BDC, Inc.
2.4%
MSGSMadison Square Garden Sp Class A
2.0%+7%
NVDANVIDIA Corp
1.9%Added +10%
HHHHoward Hughes Holdings Inc.
1.9%Added +27%
Cerence Inc
6.7%Added +36%
DUHPU S High Relative Profitability ETF
6.6%
Groupon Inc
Pennymac Corp
GOOGLAlphabet Inc.
3.4%
CEFSprott Physical Gold & Silver Trust
2.8%
BRK-BBerkshire Hathaway Inc
2.4%
LIENChicago Atlantic BDC, Inc.
2.4%
MSGS
NVDAHHH1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
Cerence Inc 6.7% Added +36%
DUHP U S High Relative Profitability ETF 6.6% Held
Groupon Inc 4.3% Trimmed −16%
Pennymac Corp 3.6% Held
GOOGL Alphabet Inc. 3.4% HeldCEF Sprott Physical Gold & Silver Trust 2.8% HeldPar Technology Corp 2.7% New
BRK-B Berkshire Hathaway Inc 2.4% HeldLIEN Chicago Atlantic BDC, Inc. 2.4% HeldMSGS Madison Square Garden Sp Class A 2.0% Added +7%
NVDA NVIDIA Corp 1.9% Added +10%HHH Howard Hughes Holdings Inc. 1.9% Added +27%What changed
Biggest moves since Jun 30, 2026
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