FARLEY CAPITAL L.P.
Top Portfolio Positions
13 positions ·
$79,593,579 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MA |
Mastercard Inc
Financial Services
|
62,227 | $31,092,342 | 39.06% | |
| MSFT |
Microsoft Corp
Technology
|
52,550 | $19,452,433 | 24.44% | |
| FSLR |
First Solar, Inc.
Technology
|
52,285 | $10,313,739 | 12.96% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,753 | $5,579,983 | 7.01% | |
| CVSA |
Covista Inc.
Consumer Defensive
|
37,256 | $4,293,754 | 5.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,134 | $3,776,813 | 4.75% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,894 | $1,386,804 | 1.74% | |
| WDAY |
Workday, Inc.
Technology
|
9,400 | $1,221,248 | 1.53% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
4,350 | $1,004,371 | 1.26% | |
| SONY |
Sony Group Corp
Technology
|
32,350 | $669,645 | 0.84% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BLFY
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,122 | 11,263 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $139,999 | 11,263 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $102,380 | 11,263 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $107,786 | 11,263 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $103,619 | 11,263 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $110,490 | 11,263 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $115,445 | 11,263 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $102,155 | 11,263 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $105,421 | 11,263 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $108,913 | 11,263 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $94,271 | 11,263 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $113,868 | 11,263 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $107,223 | 11,263 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $144,729 | 11,263 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $125,582 | 11,263 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $135,043 | 11,263 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $152,613 | 11,263 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $164,777 | 11,263 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||