Steginsky Capital LLC
Net buyer this quarter
$666M
8
+$18.6M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $244M | 36.56% | Not reported | +0.8% | Q4 2016 |
 COST | $127M | 18.99% | 0.03% | -0.1% | Q4 2016 |
 MKL | $88.7M | 13.31% | 0.36% | +5.9% | Q4 2016 |
 FAST | $82.6M | 12.39% | 0.15% | +4.9% | Q4 2016 |
 MLM | $79.9M | 11.99% | 0.23% | +8.0% | Q4 2016 |
 BRK.B | $37.2M | 5.59% | Not reported | -0.2% | Q4 2016 |
| GOOGL | $4.76M | 0.71% | 0.00% | +1.8% | Q3 2017 |
| BRK.A | $3M | 0.45% | Not reported | +300.0% | Q2 2025 |
| Q1 2026 | |||||
| GOOG | $196M | 32.43% | Not reported | +1.7% | Q4 2016 |
| COST | $135M | 22.30% | 0.03% | +2.5% | Q4 2016 |
| MKL | $82M | 13.56% | 0.34% | +4.6% | Q4 2016 |
| FAST | $76M | 12.57% | 0.14% | +2.7% | Q4 2016 |
| MLM | $75.6M | 12.49% | 0.21% | +7.3% | Q4 2016 |
| BRK.B | $35.7M | 5.91% | Not reported | +5.7% | Q4 2016 |
| GOOGL | $3.77M | 0.62% | 0.00% | +0.2% | Q3 2017 |
| BRK.A | $718K | 0.12% | Not reported | -66.7% | Q2 2025 |
| Q4 2025 | |||||
| GOOG | $211M | 35.56% | Not reported | -1.2% | Q4 2016 |
| COST | $114M | 19.21% | 0.03% | +5.5% | Q4 2016 |
| MKL | $88.1M | 14.85% | 0.33% | +2.2% | Q4 2016 |
| MLM | $74.5M | 12.55% | 0.20% | 0.0% | Q4 2016 |
| FAST | $64M | 10.79% | 0.14% | +10.8% | Q4 2016 |
| BRK.B | $35.5M | 5.98% | Not reported | +1.9% | Q4 2016 |
| GOOGL | $4.09M | 0.69% | 0.00% | Not reported | Q3 2017 |
| BRK.A | $2.26M | 0.38% | Not reported | Not reported | Q2 2025 |
| Q3 2025 | |||||
| GOOG | $166M | 30.43% | Not reported | +1.0% | Q4 2016 |
| COST | $116M | 21.29% | 0.03% | -3.7% | Q4 2016 |
| MKL | $76.6M | 14.07% | 0.32% | +1.3% | Q4 2016 |
| MLM | $75.4M | 13.85% | 0.20% | +0.8% | Q4 2016 |
| FAST | $70.6M | 12.97% | 0.13% | -1.0% | Q4 2016 |
| BRK.B | $34.8M | 6.39% | Not reported | +8.7% | Q4 2016 |
| GOOGL | $3.18M | 0.58% | 0.00% | Not reported | Q3 2017 |
| BRK.A | $2.26M | 0.42% | Not reported | Not reported | Q2 2025 |