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FARLEY CAPITAL L.P.

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13F filer, CIK 1479465, NEW YORK, NY

FARLEY CAPITAL L.P. reported $123,324,256 across 18 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 95.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-058300

Period
2026-03-31
Reported value
$123M
Holdings
18
Top 10 weight
95.24%
New
2
Sold out
1

Part of the filer group FARLEY CAPITAL L.P.

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSFTadded+12,069$4.47M
WORKDAY INCnew+15,100$1.96M
WDAYnew+9,400$1.22M
FSLRadded+5,360$1.06M
MAadded+1,669$834K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
KMXexited-84,909-$3.28M
METAreduced-600-$343K
GOOGreduced-625-$179K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001104659-26-058300, largest first. % of portfolio is the value over $123,324,256, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,527 shares; 2024Q4: 144,527 shares; 2025Q1: 143,411 shares; 2025Q2: 144,111 shares; 2025Q3: 136,086 shares; 2025Q4: 127,522 shares; 2026Q1: 126,897 shares 126,897$36.4M29.52%-625Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,358 shares; 2024Q4: 65,958 shares; 2025Q1: 65,958 shares; 2025Q2: 66,058 shares; 2025Q3: 65,958 shares; 2025Q4: 60,558 shares; 2026Q1: 62,227 shares 62,227$31.1M25.21%+1,669Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,312 shares; 2024Q4: 51,312 shares; 2025Q1: 51,312 shares; 2025Q2: 51,382 shares; 2025Q3: 42,349 shares; 2025Q4: 40,481 shares; 2026Q1: 52,550 shares 52,550$19.5M15.77%+12,069Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,225 shares; 2025Q4: 46,925 shares; 2026Q1: 52,285 shares 52,285$10.3M8.36%+5,360Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,073 shares; 2024Q4: 14,073 shares; 2025Q1: 14,073 shares; 2025Q2: 14,113 shares; 2025Q3: 10,823 shares; 2025Q4: 10,353 shares; 2026Q1: 9,753 shares 9,753$5.58M4.52%-600Timeline
CVSACOVISTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,724 shares; 2024Q4: 84,424 shares; 2025Q1: 57,404 shares; 2025Q2: 40,006 shares; 2025Q3: 36,806 shares; 2025Q4: 37,256 shares; 2026Q1: 37,256 shares 37,256$4.29M3.48%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,920 shares; 2024Q4: 9,920 shares; 2025Q1: 10,039 shares; 2025Q2: 13,212 shares; 2025Q3: 12,217 shares; 2025Q4: 13,134 shares; 2026Q1: 13,134 shares 13,134$3.78M3.06%0Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148,000 shares; 2025Q3: 148,000 shares; 2025Q4: 74,000 shares; 2026Q1: 74,000 shares 74,000$2.66M2.15%0
WORKDAY INCWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,100 shares 15,100$1.96M1.59%new
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,975 shares; 2024Q4: 106,975 shares; 2025Q1: 58,975 shares; 2025Q2: 58,975 shares; 2025Q3: 58,975 shares; 2025Q4: 34,220 shares; 2026Q1: 34,220 shares 34,220$1.92M1.56%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,949 shares; 2025Q1: 2,949 shares; 2025Q2: 3,049 shares; 2025Q3: 2,949 shares; 2025Q4: 2,894 shares; 2026Q1: 2,894 shares 2,894$1.39M1.12%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,400 shares 9,400$1.22M0.99%newTimeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 7,050 shares; 2025Q3: 7,050 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares 4,350$1M0.81%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1$718K0.58%0Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 23,250 shares; 2025Q1: 23,250 shares; 2025Q2: 32,350 shares; 2025Q3: 32,350 shares; 2025Q4: 32,350 shares; 2026Q1: 32,350 shares 32,350$670K0.54%0Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,170 shares; 2024Q4: 12,155 shares; 2025Q1: 12,616 shares; 2025Q2: 14,804 shares; 2025Q3: 11,368 shares; 2025Q4: 6,988 shares; 2026Q1: 6,988 shares 6,988$454K0.37%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,776 shares; 2024Q4: 69,776 shares; 2025Q1: 46,776 shares; 2025Q2: 47,216 shares; 2025Q3: 12,676 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares 1,587$269K0.22%0Timeline
BLFYBLUE FOUNDRY BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,263 shares; 2024Q4: 11,263 shares; 2025Q1: 11,263 shares; 2025Q2: 11,263 shares; 2025Q3: 11,263 shares; 2025Q4: 11,263 shares; 2026Q1: 11,263 shares 11,263$149K0.12%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
KMXCARMAX INC84,909$3.28Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-26-058300 base2026-05-11acceptance time not in the bulk data set