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Steginsky Capital Llc

Portfolio Manager
Steginsky Capital Llc
Performance
-1.05% (2026 Q1)
AUM (13F)
$605.07M
# of Holdings
8
Performance Rank
Allocation (Top 20)
100%

Steginsky Capital Llc Holdings Map

Top 8 Steginsky Capital Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOG
ALPHABET INC CAP STKCL C
32.43%684.1K$196.3M
+1.74%(+11.73K)
2025-Q1: 631.3K shares2025-Q2: 674.1K shares2025-Q3: 680.6K shares2025-Q4: 672.4K shares2026-Q1: 684.1K shares
$82.53(+383.52%)
2026-03-31
COST
COSTCO WHOLESALE CORP
22.3%135.4K$134.9M
+2.45%(+3.24K)
2025-Q1: 137.1K shares2025-Q2: 130.1K shares2025-Q3: 125.3K shares2025-Q4: 132.2K shares2026-Q1: 135.4K shares
$229.37(+350.39%)
2026-03-31
MKL
MARKEL CORP
13.56%42.9K$82.0M
+4.57%(+1.87K)
2025-Q1: 39.1K shares2025-Q2: 39.6K shares2025-Q3: 40.1K shares2025-Q4: 41.0K shares2026-Q1: 42.9K shares
$1200.75(+51.62%)
2026-03-31
FAST
FASTENAL CO
12.57%1.64M$76.0M
+2.74%(+43.67K)
2025-Q1: 726.5K shares2025-Q2: 1.46M shares2025-Q3: 1.44M shares2025-Q4: 1.60M shares2026-Q1: 1.64M shares
$20.93(+109.15%)
2026-03-31
MLM
MARTIN MARIETTA MATLS INC
12.49%128.3K$75.6M
+7.28%(+8.71K)
2025-Q1: 114.0K shares2025-Q2: 118.8K shares2025-Q3: 119.7K shares2025-Q4: 119.6K shares2026-Q1: 128.3K shares
$273.85(+110.63%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL CL B NEW
5.91%74.6K$35.7M
+5.74%(+4.05K)
2025-Q1: 61.8K shares2025-Q2: 63.7K shares2025-Q3: 69.3K shares2025-Q4: 70.6K shares2026-Q1: 74.6K shares
$228.28(+112.69%)
2026-03-31
GOOGL
ALPHABET INC CL A
0.62%13.1K$3.8M
+0.15%(+20)
2025-Q1: 13.1K shares2025-Q2: 13.1K shares2025-Q3: 13.1K shares2025-Q4: 13.1K shares2026-Q1: 13.1K shares
$91.37(+340.64%)
2026-03-31
BRK.A
BERKSHIRE HATHAWAY INC CL A
0.12%1$718K
-66.67%(-2)
2025-Q1: 0 shares2025-Q2: 3 shares2025-Q3: 3 shares2025-Q4: 3 shares2026-Q1: 1 shares
$759525.00(-4.22%)
2026-03-31

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