INTREPID CAPITAL MANAGEMENT INC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$254.0B

Holdings

109

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (109 positions)

StockValue
GPRE 2.25 03/15/27Green Plains Inc
$26.2B
DUHPDIMENSIONAL US HIGH PROFTBLTY ETF
$17.2B
PMT 8.5 06/01/29Pennymac Corp
$9.3B
GOOGLALPHABET INC CLASS A
$9.1B
CEF/USPROTT PHYSICAL GOLD AND S
$8.3B
LIENChicago Atlantic Bdc Inc
$8.0B
$7.1B
PMT 5.5 03/15/26Pennymac Corp
$7.1B
BRK/BBERKSHIRE HATHAWAYCLASS B
$6.7B
IAU*Ishares Gold Trust
$5.4B
FNFABRINET F
$4.5B
FWONALIBERTY MEDIA CORP
$4.4B
FRPHFRP HOLDINGS INC
$4.3B
WRBW R BERKLEY CORP
$4.1B
NVDANVIDIA CORP
$4.0B
AGGISHARES TR CORE U S AGGREGATE BD ETF
$3.9B
4I1PHILIP MORRIS INTL
$3.7B
TJXTJX COMPANIES INC
$3.4B
DIHPDIMENSIONAL INTERN HIGH PROFIT ETF
$3.4B
SIISPROTT INC F
$3.3B
HHHHOWARD HUGHES HOLDING CO
$3.3B
MSGSMADISON SQUARE GARDEN CO CLASS A
$3.1B
BATRAAtlanta Braves Holdings Inc Ser C
$3.1B
TTWOTAKE TWO INTERACTV
$3.1B
MSFTMICROSOFT CORP
$3.1B
NDQINVESCO QQQ TRUST
$3.0B
FWONALiberty Media Corp Lbty One Sc
$3.0B
MTCHMATCH GROUP INC NEW
$2.9B
GRMNGARMIN LTD F
$2.9B
MKLMARKEL CORP
$2.9B
AAPLAPPLE INC
$2.8B
AYIACUITY BRANDS INC
$2.8B
DLTRDOLLAR TREE INC
$2.8B
REFICHICAGO ATLANTIC REAL ES
$2.7B
GRBKGreen Brick Partners Inc
$2.5B
JNJJOHNSON AND JOHNSON
$2.4B
JEFJEFFERIES FINL
$2.4B
CPRTCOPART INC
$2.3B
AMZNAMAZON.COM INC
$2.3B
LEVILEVI STRAUSS AND CO NEWCLASS A
$2.3B
BJBJ'S WHOLESALE CLUB HOLDINGS INC
$2.3B
SSNCSS AND C TECHNOLOGIES HOLDINGS INC
$2.3B
Wns Holdings Ltd
$2.2B
SMGScotts Miracle Gro Co Cl A
$2.0B
WMTWALMART INC
$2.0B
ABNBAIRBNB INC ORDINARY SHARES CLASS A
$1.9B
AMDADVANCED MICRO DEVICES INC
$1.9B
0J7QIac Inc New
$1.9B
PIIPOLARIS INC
$1.8B
WSOWATSCO INC CLASS A
$1.7B
SCHXSCHWAB US LARGE CAP ETF
$1.7B
DBXDROPBOX INC
$1.7B
GMEDGLOBUS MEDICAL INCCLASS A
$1.6B
TSLATESLA INC
$1.6B
LMTLOCKHEED MARTIN CORP
$1.6B
FCXFREEPORT MCMORAN INC
$1.5B
AMGNAMGEN INC
$1.2B
PLTRPALANTIR TECHNOLOGIES INCLASS A
$1.2B
CGCARLYLE GROUP INC
$1.2B
CBOECBOE GLOBAL MKTS INC
$1.2B
SPOTSPOTIFY TECHNOLOGY F
$1.1B
NKENIKE INC CLASS B
$902.2M
NEENEXTERA ENERGY INC
$811.3M
TA T AND T INC
$790.6M
GOOGALPHABET INC CLASS C
$767.0M
REGREGENCY CENTERS CORPREIT
$750.1M
VVVVALVOLINE INC
$729.3M
WMWASTE MANAGEMENT INC
$722.4M
JPMJPMORGAN CHASE AND CO
$714.4M
ABBVABBVIE INC
$690.7M
TOSTTOAST INC CLASS A
$607.6M
XLVSELECT SECTOR HEALTHCARE SPDR ETF
$607.2M
CMECme Group Inc
$589.8M
METAFACEBOOK INCCLASS A
$568.5M
DGROISHARES CORE DIVIDEND GROWTH ETF
$509.2M
XLKTECHNOLOGY SELECT SECTORSPDR ETF
$497.2M
BKBANK OF NY MELLON CO
$492.3M
IBMIBM CORP
$457.6M
HDHOME DEPOT INC
$451.3M
ARCCARES CAPITAL CORP
$427.8M
PWRQUANTA SVCS INC
$427.3M
CATCATERPILLAR INC
$364.1M
GQ9SPDR GOLD SHARES ETF
$357.6M
ONITONITY GROUP INC CLASS
$333.2M
IVVISHARES CORE S AND P 500ETF
$320.6M
MAINMAIN STR CAP CORP
$317.9M
APDAIR PROD AND CHEMICALS
$311.4M
KMIKINDER MORGAN INC
$311.2M
CSXCSX CORP
$310.3M
XLFSELECT SPDR ETF
$309.7M
IWYISHARES RUSSELL TOP 200GRW ETF IV
$291.2M
ENBENBRIDGE INC F
$279.1M
CALYTopgolf Callaway Brands Corp
$271.8M
MOALTRIA GROUP INC
$264.2M
COSTCOSTCO WHOLESALE CO
$262.7M
MPLXMPLX LP
$249.8M
MAMASTERCARD INCCLASS A
$243.5M
TRIPTripadvisor Inc
$240.4M
LDRXSGI Enhanced Market Leaders
$232.3M
AJGARTHUR J GALLAGHER AND C
$232.3M
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