INTREPID CAPITAL MANAGEMENT INC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$258.5B

Holdings

107

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (107 positions)

StockValue
DUHPDIMENSIONAL US HIGH PROFTBLTY ETF
$17.6M
$17.0M
$12.2M
GOOGLALPHABET INC CLASS A
$11.8M
CEF/USPROTT PHYSICAL GOLD and S
$10.1M
PMT 8.5 06/01/29Pennymac Corp
$9.6M
LIENChicago Atlantic Bdc Inc
$7.8M
PMT 5.5 03/15/26Pennymac Corp
$7.1M
BRK/BBERKSHIRE HATHAWAYCLASS B
$6.7M
IAU*Ishares Gold Trust
$6.1M
BAND 0.5 04/01/28Bandwidth Inc
$5.2M
NVDANVIDIA CORP
$4.0M
FRPHFRP HOLDINGS INC
$3.9M
AGGISHARES TR CORE U S AGGREGATE BD ETF
$3.9M
SIISPROTT INC F
$3.9M
DIHPDIMENSIONAL INTERN HIGH PROFIT ETF
$3.8M
4I1PHILIP MORRIS INTL
$3.8M
LLYVALiberty Live Holdings Inc Ser A
$3.8M
WRBW R BERKLEY CORP
$3.7M
TJXTJX COMPANIES INC
$3.7M
DLTRDOLLAR TREE INC
$3.6M
MSGSMADISON SQUARE GARDEN COCLASS A
$3.6M
HHHHOWARD HUGHES HOLDING CO
$3.2M
MKLMARKEL CORP
$3.2M
TTWOTAKE TWO INTERACTV
$3.1M
FWONALiberty Media Corp Lbty One Sc
$3.1M
AAPLAPPLE INC
$3.0M
AYIACUITY BRANDS INC
$3.0M
BATRAAtlanta Braves Holdings Inc Ser C
$2.9M
NDQINVESCO QQQ TRUST
$2.9M
MSFTMICROSOFT CORP
$2.9M
UNFUnifirst Corp Ma
$2.8M
MTCHMATCH GROUP INC NEW
$2.7M
JNJJOHNSON AND JOHNSON
$2.6M
GMEDGLOBUS MEDICAL INCCLASS A
$2.5M
AMZNAMAZON COM INC
$2.4M
PRPERMIAN RESOURCES CORP CLASS A
$2.4M
GRMNGARMIN LTD F
$2.4M
JEFJEFFERIES FINL
$2.2M
SSNCSSANDC TECHNOLOGIES HOLDINGS INC
$2.2M
BJBJS WHOLESALE CLUB HOLDINGS INC
$2.2M
0J7QIac Inc New
$2.2M
WMTWALMART INC
$2.2M
ABNBAIRBNB INC ORDINARY SHARES CLASS A
$2.1M
GRBKGreen Brick Partners Inc
$2.1M
SMGScotts Miracle Gro Co Cl A
$2.0M
LEVILEVI STRAUSS AND CO NEWCLASS A
$2.0M
CPRTCOPART INC
$2.0M
PIIPOLARIS INC
$2.0M
AMDADVANCED MICRO DEVICES INC
$2.0M
FCXFREEPORT MCMORAN INC
$1.9M
TSLATESLA INC
$1.6M
LMTLOCKHEED MARTIN CORP
$1.6M
DBXDROPBOX INC
$1.5M
AMGNAMGEN INC
$1.5M
WSOWATSCO INC CLASS A
$1.4M
SPOTSPOTIFY TECHNOLOGY F
$1.2M
CBOECBOE GLOBAL MKTS INC
$1.2M
FISVFISERV INC
$1.1M
PLTRPALANTIR TECHNOLOGIES INCLASS A
$1.1M
CGCARLYLE GROUP INC
$1.1M
WMWASTE MANAGEMENT INC
$1.1M
MSOSAdvisorshares Pure Us Cannabis Etf
$1.0M
GOOGALPHABET INC CLASS C
$956K
REFICHICAGO ATLANTIC REAL ES
$906K
SCHXSCHWAB US LARGE CAP ETF
$876K
NEENEXTERA ENERGY INC
$795K
TA T AND T INC
$752K
ABBVABBVIE INC
$681K
TOSTTOAST INC CLASS A
$633K
REGREGENCY CENTERS CORPREIT
$618K
JPMJPMORGAN CHASE AND CO
$609K
CMECme Group Inc
$596K
BKBANK OF NY MELLON CO
$524K
VVVValvoline Inc
$523K
DGROISHARES CORE DIVIDEND GROWTH ETF
$519K
XLVSELECT SECTOR HEALTHCARE SPDR ETF
$509K
METAFACEBOOK INCCLASS A
$501K
IBMIBM CORP
$475K
CATCATERPILLAR INC
$437K
ARCCARES CAPITAL CORP
$424K
GQ9SPDR GOLD SHARES ETF
$398K
ONITONITY GROUP INC CLASS EQUITY
$374K
HDHOME DEPOT INC
$364K
IVVISHARES CORE SANDP 500ETF
$307K
FNFABRINET F
$305K
KMIKINDER MORGAN INC
$302K
MAINMAIN STR CAP CORP
$301K
IWYISHARES RUSSELL TOP 200GRW ETF IV
$283K
APDAIR PROD AND CHEMICALS
$282K
MPLXMPLX LP
$266K
ENBENBRIDGE INC F
$264K
MAMASTERCARD INCCLASS A
$244K
COSTCOSTCO WHOLESALE CO
$244K
LDRXSGI ENHANCED MARKET LEADERS ETF
$239K
MOALTRIA GROUP INC
$230K
KOTHE COCA COLA CO
$228K
TTTRANE TECHNOLOGIES PLC F
$224K
MRKMERCK AND CO INC
$215K
TRIPTripadvisor Inc
$215K
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