STEGINSKY CAPITAL LLC
CIK: 1120048SEC EDGAR →
Portfolio Value
$663.3M
Holdings
8
As of
Q2 2026
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC CAP STKCL C | 689,320 | $243.6M | 36.72% |
| 2 | COSTCO WHOLESALE CORP | 135,271 | $126.5M | 19.08% |
| 3 | MARKEL CORP | 45,406 | $88.7M | 13.37% |
| 4 | FASTENAL CO | 1,719,217 | $82.6M | 12.45% |
| 5 | MARTIN MARIETTA MATLS INC | 138,549 | $79.9M | 12.05% |
| 6 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 74,430 | $37.2M | 5.62% |
| 7 | ALPHABET INC CL A | 13,327 | $4.8M | 0.72% |
| 8 | BERKSHIRE HATHAWAY INC CL A | 4 | $3K | 0.00% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 2 | $248.3M | 37.4% |
| Consumer Defensive | 1 | $126.5M | 19.1% |
| Financial Services | 1 | $88.7M | 13.4% |
| Industrials | 1 | $82.6M | 12.4% |
| Basic Materials | 1 | $79.9M | 12.0% |
| Unknown | 2 | $37.2M | 5.6% |