STEGINSKY CAPITAL LLC
STEGINSKY CAPITAL LLC runs STEGINSKY CAPITAL LLC and currently holds 8 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $666.25M. Their top holdings are GOOG, COST, MKL, FAST, MLM. The top five represent 93.2% of reported portfolio weight. STEGINSKY CAPITAL LLC ranks #323 out of 1000 investors tracked by Alpha Score. They added to 6 existing positions. They trimmed 2 positions. Their current best-performing preview position is GOOGL with returns of +24.27%.
8 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
GOOG ALPHABET INC CAP STKCL C | 36.56% | $83.19 | $341.75 | +310.81% | Added +0.76% |
COST COSTCO WHOLESALE CORP | 18.99% | $283.65 | $947.74 | +234.12% | Trimmed -0.12% |
MKL MARKEL CORP | 13.31% | $1,235.94 | $1,795.90 | +45.31% | Added +5.93% |
FAST FASTENAL CO | 12.39% | $39.04 | $51.26 | +31.30% | Added +4.91% |
MLM MARTIN MARIETTA MATLS INC | 11.99% | $296.85 | $535.35 | +80.34% | Added +7.95% |
BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 5.59% | $235.68 | $495.77 | +110.36% | Trimmed -0.23% |
GOOGL ALPHABET INC CL A | 0.71% | $90.09 | $344.82 | +282.75% | Added +1.80% |
BRK-A BERKSHIRE HATHAWAY INC CL A | 0.45% | $743,837.50 | $743,666.12 | -0.02% | Added +300.00% |