RK Asset Management, LLC — 13F holdings

RK Asset Management, LLC reported 23 holdings worth $106M in its 13F filing for Q4 2025, filed January 5, 2026.

Largest positions

  1. BKE BUCKLE INC — $10.5M (9.9%)
  2. REGN REGENERON PHARMACEUTICALS — $9.77M (9.2%)
  3. ALGT ALLEGIANT TRAVEL CO — $7.02M (6.6%)
  4. NEU NEWMARKET CORP — $6.75M (6.4%)
  5. BRK.B BERKSHIRE HATHAWAY INC DEL — $6.27M (5.9%)
  6. FIZZ NATIONAL BEVERAGE CORP — $6.25M (5.9%)
  7. SEIC SEI INVTS CO — $5.56M (5.2%)
  8. KHC KRAFT HEINZ CO — $5.14M (4.8%)
  9. BF.B BROWN FORMAN CORP — $4.84M (4.6%)
  10. MHK MOHAWK INDS INC — $4.72M (4.5%)