SEC 13F Intelligence

Managers / Q1 2026

Running Oak Capital LLC

CIK 0001803994 · 4519 W 56TH ST, EDINA, MN, 55424 · 919-656-3712

Reported Value
$741M
Q1 2026
Positions
108
Filings on Record
23
2019–present window
Filed
May 11, 2026
original filing

Summary

Running Oak Capital Llc reported $741M in U.S.-listed holdings across 108 positions for Q1 2026.

Its largest position, INTU, represents 1.2% of the portfolio.

Compared with Q4 2025, the fund opened 0 new positions and exited 1.

Reported Value by Quarter

13F Reported Value
Q1 ’20: $231MQ1 ’20Q2 ’20: $253MQ3 ’20: $274MQ4 ’20: $299MQ4 ’20Q1 ’21: $329MQ2 ’21: $180MQ3 ’22: $290MQ3 ’22Q4 ’22: $340.1BQ1 ’23: $351MQ2 ’23: $408MQ2 ’23Q3 ’23: $390MQ4 ’23: $508MQ1 ’24: $624MQ1 ’24Q2 ’24: $645MQ3 ’24: $738MQ4 ’24: $766MQ4 ’24Q1 ’25: $829MQ2 ’25: $900MQ3 ’25: $892MQ3 ’25Q4 ’25: $798MQ1 ’26: $741Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 87.4%Other: 12.6%
  • Common Stock · 87.4% · $647M
  • Other · 12.6% · $93M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$741M108May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$798M109Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$892M108Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$900M110Jul 22, 202513F-HRchanges · EDGAR ↗
Q1 2025$829M110Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$766M112Jan 21, 202513F-HRchanges · EDGAR ↗
Q3 2024$738M113Oct 17, 202413F-HRchanges · EDGAR ↗
Q2 2024$645M112Jul 22, 2024RESTATEMENTchanges · EDGAR ↗
Q1 2024$624M57Apr 11, 202413F-HRchanges · EDGAR ↗
Q4 2023$508M59Feb 6, 202413F-HRchanges · EDGAR ↗
Q3 2023$390M57Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$408M57Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$351M57May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$340.1B56Feb 15, 202313F-HRchanges · EDGAR ↗
Q3 2022$290M58Nov 2, 202213F-HRchanges · EDGAR ↗
Q2 2021$180M59Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$329M60May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$299M65Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$274M63Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$253M59Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$231M59May 29, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.