Check Capital Management Inc. In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), Check Capital Management Inc. reported 49 stock positions worth $1.4 billion . Its top holding was Berkshire Hathaway Class B (BRK.B) at 36.5% of the portfolio, followed by Google Class C (GOOG, 10.2% ) and Brookfield (BN, 9.3% ). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 15 and reduced 15. The biggest buy was Markel (MKL, shares +0% ) and the biggest sale Quest Diagnostics (DGX, shares −99% ).
Location COSTA MESA, CA
CIK 0001032814
Portfolio Value $1.4B (Q2 2024) Holdings 49 stocks · $1.4B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 BRK.B Berkshire Hathaway Inc. Class B 1,226,371 $498.9M Add +1.9% GOOG Google LLC Class C filed as ALPHABET INC CL C 761,182 $139.6M Reduce -0.9% BN Brookfield Corp. 3,050,887 $126.7M Add +0.4% MKL Markel Group Inc. 77,338 $121.9M Add +0.2% AER Aercap Holdings NV 871,252 $81.2M Reduce -0.1% LKQ LKQ Corp. 1,606,027 $66.8M Add +30.1% SU Suncor Energy Inc. 1,717,673 $65.4M Reduce -0.2% FDX FedEx Corp. 187,952 $56.4M Reduce -0.1% FCNCA First Citizens Bcshs Class A 27,965 $47.1M Add +0.6% KMX Carmax Inc. 616,663 $45.2M Add +0.7% Cimpress 340,888 $29.9M Add +1.0% HSY The Hershey Co. 136,870 $25.2M Add +6.4% BRK.A Berkshire Hathaway Inc. Class A 30 $18.4M No change W Wayfair Inc. Class A 200,352 $10.6M Add +23.1% AAPL Apple Inc. 33,390 $7.0M Add +3.1% LSXMK Liberty Media Corp.-Liber-New 200,112 $4.4M Reduce -0.4% BAC Bank of America Corp. filed as BANK AMERICA CORP 101,877 $4.1M Reduce -24.8% MSFT Microsoft Corp. 5,844 $2.6M Add +1.7% BH.A Biglari Holdings Inc. Class A 2,389 $2.2M Reduce -0.2% BAM Brookfield Asset Mgmt-A 53,509 $2.0M Reduce -0.5% TRUP Trupanion Inc. 40,360 $1.2M Add +24.7% AMGN Amgen Inc. 3,720 $1.2M No change XT Ishar Fture Exp Tech ETF-Usd 12,450 $732K No change GOOGLE LLC-CL A filed as ALPHABET A 3,370 $614K No change CAT Caterpillar Inc. 1,717 $572K Add +6.2% GS Goldman Sachs Group Inc. 1,230 $556K No change GE General Electric Company 3,327 $529K No change SPY SS SPDR S&P 500 ETF Trust-US 965 $525K No change TSLA Tesla Inc. 2,478 $490K No change AMZN Amazon.com Inc. 2,520 $487K No change MATX Matson Inc. 3,296 $432K Reduce -2.9% COP Conocophillips 3,404 $389K No change CDLX Cardlytics Inc. 45,875 $377K Add +8.0% RTX RTX Corp. 3,489 $350K No change DIS The Walt Disney Co. filed as DISNEY WALT CO 3,160 $314K Reduce -6.0% WFC Wells Fargo & Co. 4,913 $292K Reduce -3.0% SRE Sempra 3,799 $289K No change UBER Uber Technologies Inc. 3,750 $273K Reduce -16.7% DGX Quest Diagnostics Inc. 1,923 $263K Reduce -98.6% ITW Illinois Tool Works 1,100 $261K No change FAST Fastenal Co. 3,960 $249K No change SCHG Schwab US Large-Cap Growth 2,450 $247K No change BIGLARI HLDGS INC 1,275 $247K No change TSN Tyson Foods Inc. Class A 4,250 $243K Add +4.9% CVX Chevron Corp. 1,500 $235K No change BA The Boeing Co. 1,230 $224K New VZ Verizon Communications Inc. 5,400 $223K Reduce -27.0% PG The Procter & Gamble Co. 1,300 $214K No change MTRBF Metro Bank Holdings PLC 10,000 $5K Reduce -69.2%
Options reported separately and not counted above: BRK.B calls ($1.7B).
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ DGX Quest Diagnostics Inc. Reduce -98.6% 0.02% −1.30 LSXMK Liberty Media Corp.-Liber-New Reduce -0.4% 0.32% −0.11 BAC Bank of America Corp. Reduce -24.8% 0.30% −0.08 BAM Brookfield Asset Mgmt-A Reduce -0.5% 0.15% −0.02 TMHC Taylor Morrison Home Corp. Sold out 0.00% −0.02 DIS The Walt Disney Co. Reduce -6.0% 0.02% −0.01 VZ Verizon Communications Inc. Reduce -27.0% 0.02% −0.01 UBER Uber Technologies Inc. Reduce -16.7% 0.02% −0.01 BH.A Biglari Holdings Inc. Class A Reduce -0.2% 0.16% −0.00 MTRBF Metro Bank Holdings PLC Reduce -69.2% 0.00% −0.00 WFC Wells Fargo & Co. Reduce -3.0% 0.02% −0.00 MATX Matson Inc. Reduce -2.9% 0.03% +0.00 FDX FedEx Corp. Reduce -0.1% 4.12% +0.13 SU Suncor Energy Inc. Reduce -0.2% 4.79% +0.13 AER Aercap Holdings NV Reduce -0.1% 5.94% +0.38 GOOG Google LLC Class C Reduce -0.9% 10.21% +1.64
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ MKL Markel Group Inc. Add +0.2% 8.91% +0.30 FCNCA First Citizens Bcshs Class A Add +0.6% 3.44% +0.11 AAPL Apple Inc. Add +3.1% 0.51% +0.11 LKQ LKQ Corp. Add +30.1% 4.88% +0.05 TRUP Trupanion Inc. Add +24.7% 0.09% +0.02 BA The Boeing Co. New 0.02% +0.02 MSFT Microsoft Corp. Add +1.7% 0.19% +0.01 HSY The Hershey Co. Add +6.4% 1.84% +0.01 TSN Tyson Foods Inc. Class A Add +4.9% 0.02% +0.00 CAT Caterpillar Inc. Add +6.2% 0.04% −0.00 Cimpress Add +1.0% 2.18% −0.01 CDLX Cardlytics Inc. Add +8.0% 0.03% −0.02 W Wayfair Inc. Class A Add +23.1% 0.77% −0.04 BN Brookfield Corp. Add +0.4% 9.27% −0.05 KMX Carmax Inc. Add +0.7% 3.31% −0.60 BRK.B Berkshire Hathaway Inc. Class B Add +1.9% 36.48% −0.61
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ BRK.B Berkshire Hathaway Inc. Class B call Add +1.9% 4,065,500 $1.7B
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 Amended 52 $1.8B BRK.B, GOOG, BN, MKL, AER Q1 2026 49 $1.6B BRK.B, GOOG, BN, MKL, AER Q4 2025 50 $1.7B BRK.B, GOOG, BN, MKL, AER Q3 2025 50 $1.6B BRK.B, BN, GOOG, MKL, AER Q2 2025 49 $1.5B BRK.B, BN, MKL, GOOG, AER Q1 2025 50 $1.5B BRK.B, BN, MKL, GOOG, AER Q4 2024 53 $1.5B BRK.B, BN, GOOG, MKL, AER Q3 2024 50 $1.4B BRK.B, BN, GOOG, MKL, AER Q2 2024 49 $1.4B BRK.B, GOOG, BN, MKL, AER Q1 2024 49 $1.4B BRK.B, BN, MKL, GOOG, AER