account_balance
Investment manager · 13F filer · SEC CIK 2058849
Karl Kapital LLC
Reported value$168Mas of Jun 30, 2026
Positions25 11 new, 8 sold out
Top 10 weight56.3%COMP alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
COMPCompass, Inc.
8.8%New
ECPGEncore Capital Group Inc
7.8%Trimmed −37%
FLYWFlywire Corp
7.1%Trimmed −32%
COFCapital One Financial Corp
6.1%Trimmed −8%
JKHYJack Henry & Associates Inc
4.6%New
SEICSEI Investments Co
4.6%Added +23%
UMBFUMB Financial Corp
4.4%Trimmed −17%
VLYValley National Bancorp
4.3%Added +22%
VVisa Inc.
4.3%Added +21%
SGISomnigroup International Inc.
4.2%New
PRGPROG Holdings, Inc.
4.0%New
WTWisdomTree, Inc.
3.9%New
COMPCompass, Inc.
8.8%New
ECPGEncore Capital Group Inc
7.8%Trimmed −37%
FLYWFlywire Corp
7.1%−32%
COFCapital One Financial Corp
6.1%−8%
JKHYJack Henry & Associates Inc
4.6%New
SEICSEI Investments Co
4.6%
UMBFUMB Financial Corp
4.4%
VLYValley National Bancorp
4.3%
VVisa Inc.
4.3%
SGI4.2%PRG4.0%WT3.9%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
COMP Compass, Inc. 8.8% NewECPG Encore Capital Group Inc 7.8% Trimmed −37%FLYW Flywire Corp 7.1% Trimmed −32%COF Capital One Financial Corp 6.1% Trimmed −8%JKHY Jack Henry & Associates Inc 4.6% NewSEIC SEI Investments Co 4.6% Added +23%UMBF UMB Financial Corp 4.4% Trimmed −17%VLY Valley National Bancorp 4.3% Added +22%V Visa Inc. 4.3% Added +21%SGI Somnigroup International Inc. 4.2% NewPRG PROG Holdings, Inc. 4.0% NewWT WisdomTree, Inc. 3.9% New
What changed
Biggest moves since Mar 31, 2026
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