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The Analysis of Karl Kapital LLC's Holdings & P&L

Currently, Karl Kapital LLC holds 22 types of securities in its portfolio with a total value $144.4M. In the most recent quarter, they have increased their positions in FUTU (+47.9K shares, valued at $6.6M), AFRM (+140.3K shares, valued at $6.4M), UWMC (+1.6M shares, valued at $5.8M); decreased their positions in ECPG (-45.2K shares, valued at $3.2M), PGR (-5.8K shares, valued at $1.1M), PX (-12.4K shares, valued at $89.8K); initiated new positions in FUTU (+47.9K shares, valued at $6.6M), AFRM (+140.3K shares, valued at $6.4M), LPLA (+18.0K shares, valued at $5.4M).

1M P&L

+855.5K+0.53%

3M P&L

+6.5M+4.19%

HY P&L

+3.4M+2.15%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Credit Services35.7M

24.7%

2Software - Infrastructure18.1M

12.6%

3Insurance - Property & Casualty15.9M

11.0%

Top Industries by Stock Count

1Credit Services4 stocks

18.2%

2Asset Management3 stocks

13.6%

3Capital Markets3 stocks

13.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ECPG ENCORE CAP GROUP INC222.6K shares-16.88%2026-03-312026-05-15

FLYW FLYWIRE CORPORATION1.0M shares37.41%2026-03-312026-05-15

SKWD SKYWARD SPECIALTY INS GROUP252.4K shares9.80%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP55.5K shares105.52%2026-03-312026-05-15

SPGI S&P GLOBAL INC18.0K shares110.00%2026-03-312026-05-15

UWMC UWM HOLDINGS CORPORATION2.0M shares401.98%2026-03-312026-05-15

UMBF UMB FINL CORP62.3K shares20.46%2026-03-312026-05-15

FUTU FUTU HLDGS LTD47.9K sharesnew addition2026-03-312026-05-15

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AFRM AFFIRM HLDGS INC140.3K sharesnew addition2026-03-312026-05-15

SEIC SEI INVTS CO72.1K shares67.49%2026-03-312026-05-15

LPLA LPL FINL HLDGS INC18.0K sharesnew addition2026-03-312026-05-15

V VISA INC17.3K shares5.66%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN31.5K sharesnew addition2026-03-312026-05-15

VLY VALLEY NATL BANCORP403.7K sharesnew addition2026-03-312026-05-15

RKT ROCKET COS INC344.6K sharesnew addition2026-03-312026-05-15

AAMI ACADIAN ASSET MANAGEMENT INC90.0K sharesnew addition2026-03-312026-05-15

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PGR PROGRESSIVE CORP24.5K shares-19.06%2026-03-312026-05-15

PX RIDGEPOST CAP INC651.1K shares-1.86%2026-03-312026-05-15

ENVA ENOVA INTL INC34.6K sharesnew addition2026-03-312026-05-15

BGC BGC GROUP INC384.0K sharesnew addition2026-03-312026-05-15

UBS UBS GROUP AG88.9K sharesnew addition2026-03-312026-05-15

CCS CENTURY COMMUNITIES INC59.4K sharesnew addition2026-03-312026-05-15

ECPG

ENCORE CAP GROUP INC

-16.88%

Shares222.6K

Event2026-03-31

Filed2026-05-15

FLYW

FLYWIRE CORPORATION

37.41%

Shares1.0M

Event2026-03-31

Filed2026-05-15

SKWD

SKYWARD SPECIALTY INS GROUP

9.80%

Shares252.4K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

105.52%

Shares55.5K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

110.00%

Shares18.0K

Event2026-03-31

Filed2026-05-15

UWMC

UWM HOLDINGS CORPORATION

401.98%

Shares2.0M

Event2026-03-31

Filed2026-05-15

UMBF

UMB FINL CORP

20.46%

Shares62.3K

Event2026-03-31

Filed2026-05-15

FUTU

FUTU HLDGS LTD

New

Shares47.9K

Event2026-03-31

Filed2026-05-15

AFRM

AFFIRM HLDGS INC

New

Shares140.3K

Event2026-03-31

Filed2026-05-15

SEIC

SEI INVTS CO

67.49%

Shares72.1K

Event2026-03-31

Filed2026-05-15

LPLA

LPL FINL HLDGS INC

New

Shares18.0K

Event2026-03-31

Filed2026-05-15

VISA INC

5.66%

Shares17.3K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares31.5K

Event2026-03-31

Filed2026-05-15

VLY

VALLEY NATL BANCORP

New

Shares403.7K

Event2026-03-31

Filed2026-05-15

RKT

ROCKET COS INC

New

Shares344.6K

Event2026-03-31

Filed2026-05-15

AAMI

ACADIAN ASSET MANAGEMENT INC

New

Shares90.0K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

-19.06%

Shares24.5K

Event2026-03-31

Filed2026-05-15

RIDGEPOST CAP INC

-1.86%

Shares651.1K

Event2026-03-31

Filed2026-05-15

ENVA

ENOVA INTL INC

New

Shares34.6K

Event2026-03-31

Filed2026-05-15

BGC

BGC GROUP INC

New

Shares384.0K

Event2026-03-31

Filed2026-05-15

UBS

UBS GROUP AG

New

Shares88.9K

Event2026-03-31

Filed2026-05-15

CCS

CENTURY COMMUNITIES INC

New

Shares59.4K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available