STEGINSKY CAPITAL LLC 13F Portfolio
STEGINSKY CAPITAL LLC runs STEGINSKY CAPITAL LLC and currently holds 8 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $609.78M. Their top holdings are GOOG, COST, FAST, MKL, MLM. The top five represent 92.7% of reported portfolio weight. STEGINSKY CAPITAL LLC ranks #393 out of 1000 investors tracked by Alpha Score. They trimmed 6 positions. Their current best-performing preview position is FAST with returns of +3.12%.
Portfolio Value
$609.78M
Alpha Score
64.3
#393 of 1000
Holdings
8
STEGINSKY CAPITAL LLC Current 13F Holdings
Reported holdings from STEGINSKY CAPITAL LLC's latest SEC 13F filing, ranked by portfolio weight.
8 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
GOOG ALPHABET INC CAP STKCL C | 36.34% | $83.19 | $347.86 | +318.15% | Trimmed -5.65% |
COST COSTCO WHOLESALE CORP | 19.92% | $283.65 | $946.92 | +233.83% | Trimmed -1.36% |
FAST FASTENAL CO | 13.40% | $21.47 | $50.75 | +136.38% | Trimmed -4.04% |
MKL MARKEL CORP | 12.45% | $1,235.94 | $1,761.76 | +42.54% | Trimmed -2.37% |
MLM MARTIN MARIETTA MATLS INC | 10.62% | $296.85 | $478.18 | +61.08% | Trimmed -2.55% |
BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 6.02% | $235.68 | $515.44 | +118.70% | Trimmed -0.90% |
GOOGL ALPHABET INC CL A | 0.75% | $90.09 | $351.66 | +290.34% | Held |
BRK-A BERKSHIRE HATHAWAY INC CL A | 0.49% | $743,837.50 | $773,870.81 | +4.04% | Held |