StockDriftsStockDriftsTop 8 Steginsky Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CAP STKCL C | 36.34% | 650.4K | $221.6M | -5.65%(-38.97K) | $84.26(+303.69%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORP | 19.92% | 133.4K | $121.5M | -1.36%(-1.84K) | $229.37(+334.02%) | 2026-09-30 | |
| FAST | FASTENAL CO | 13.4% | 1.65M | $81.7M | -4.04%(-69.39K) | $22.13(+130.57%) | 2026-09-30 | |
| MKL | MARKEL CORP | 12.45% | 44.3K | $75.9M | -2.37%(-1.07K) | $1241.00(+49.54%) | 2026-09-30 | |
| MLM | MARTIN MARIETTA MATLS INC | 10.62% | 135.0K | $64.8M | -2.55%(-3.53K) | $296.03(+69.46%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 6.02% | 73.8K | $36.7M | -0.90%(-672) | $228.28(+133.15%) | 2026-09-30 | |
| GOOGL | ALPHABET INC CL A | 0.75% | 13.3K | $4.6M | +0.00%(+0) | $95.34(+261.01%) | 2026-09-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC CL A | 0.49% | 4 | $3.0M | +0.00%(+0) | $737962.50(+8.23%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.75% | +76.04% | +14.96% | +100.77% |
| Top 20 Holdings Unweighted | +20.56% | +75.25% | +14.83% | +99.64% |
Steginsky Capital LLC reports $609.78M in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (36.3%), COST (19.9%) and FAST (13.4%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +76.04% on a three-year cumulative basis. Figures reflect the Q3 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