StockDriftsStockDriftsTop 8 Steginsky Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CAP STKCL C | 36.56% | 689.3K | $243.6M | +0.76%(+5.18K) | $84.26(+306.65%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORP | 18.99% | 135.3K | $126.5M | -0.12%(-160) | $229.37(+315.85%) | 2026-06-30 | |
| MKL | MARKEL CORP | 13.31% | 45.4K | $88.7M | +5.93%(+2.54K) | $1241.00(+47.84%) | 2026-06-30 | |
| FAST | FASTENAL CO | 12.39% | 1.72M | $82.6M | +4.91%(+80.46K) | $22.13(+130.60%) | 2026-06-30 | |
| MLM | MARTIN MARIETTA MATLS INC | 11.99% | 138.5K | $79.9M | +7.95%(+10.20K) | $296.03(+84.31%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 5.59% | 74.4K | $37.2M | -0.23%(-172) | $228.28(+119.61%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CL A | 0.71% | 13.3K | $4.8M | +1.80%(+236) | $95.34(+261.57%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC CL A | 0.45% | 4 | $3.0M | +300.00%(+3) | $737962.50(+1.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.67% | +89.16% | +16.93% | +118.55% |
| Top 20 Holdings Unweighted | +23.62% | +88.91% | +16.27% | +112.47% |
Steginsky Capital LLC reports $666.25M in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (36.6%), COST (19.0%) and MKL (13.3%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +89.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Steginsky Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1120048). View Steginsky Capital LLC’s 13F filings on SEC