STEGINSKY CAPITAL LLC
CIK 1120048
13F filing for Q2 2026・No. 3,298
- Holdings
- US$666.25M
- Quarter change
- +US$61.18M
- Entries
- 8
- Net bought (estimate)
- +US$18.64M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 2
- Added 6
- Corporate actions 0
- Unchanged 0
Largest holdings
8 stocks worth US$666.25M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGALPHABET INC CAP STKCL CCOM | Added | 689,320 | US$243.56M | 36.56% |
| COSTCOSTCO WHOLESALE CORPCOM | Cut | 135,271 | US$126.54M | 18.99% |
| MKLMARKEL CORPCOM | Added | 45,406 | US$88.68M | 13.31% |
| FASTFASTENAL COCOM | Added | 1,719,217 | US$82.57M | 12.39% |
| MLMMARTIN MARIETTA MATLS INCCOM | Added | 138,549 | US$79.9M | 11.99% |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWCOM | Cut | 74,430 | US$37.24M | 5.59% |
| GOOGLAlphabetCOM | Added | 13,327 | US$4.76M | 0.71% |
| BERKSHIRE HATHAWAY INC CL ACOM | Added | 4 | US$3M | 0.45% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.