Portfolio (Quarterly) Guide ↗

FARLEY CAPITAL L.P.

· CIK 0001479465

13F Portfolio $123M AUM 18 positions Filed May 11, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 3 Added 1 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	KMX	CARMAX INC.	Consumer Cyclical	84,909	$3.3M	2.44%	SOLD

Sector Allocation

Financial Services 39.8%

Technology 27.3%

Energy 13.8%

Communication Services 12.0%

Consumer Cyclical 7.1%