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Portfolio (Quarterly) Guide ↗

RK Asset Management, LLC

· CIK 0001595686
13F Portfolio $110M AUM Filed Oct 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 23 New
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 U HAUL HOLDING COMPANY SER N 52,906.0 $2.7M 2.45% NEW $50.96
22 UHAL U HAUL HOLDING COMPANY Industrials 2,849.0 $163K 0.15% NEW $57.21 -13.2%
23 OPK OPKO HEALTH INC Healthcare 40,485.0 $63K 0.06% NEW $1.56 -29.3%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 28.9%
Consumer Defensive 25.9%
Healthcare 12.2%
Financial Services 10.4%
Basic Materials 9.0%
Industrials 8.8%
Technology 4.8%