Check Capital Management Inc. In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Check Capital Management Inc. reported 50 stock positions worth $1.4 billion . Its top holding was Berkshire Hathaway Class B (BRK.B) at 36.5% of the portfolio, followed by Brookfield (BN, 11.5% ) and Google Class C (GOOG, 9.0% ). Compared with Q2 2024, it opened 4 new positions, sold out of 3, added to 16 and reduced 13. The biggest buy was a new position in Sirius XM (SIRI) and the biggest sale Google Class C (GOOG, shares −1% ).
Location COSTA MESA, CA
CIK 0001032814
Portfolio Value $1.4B (Q3 2024) Holdings 50 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 Q2 2024 BRK.B Berkshire Hathaway Inc. Class B 1,114,468 $512.9M Reduce -9.1% BN Brookfield Corp. 3,034,784 $161.3M Reduce -0.5% GOOG Google LLC Class C filed as ALPHABET INC CL C 754,552 $126.2M Reduce -0.9% MKL Markel Group Inc. 77,353 $121.3M Add +0.0% AER Aercap Holdings NV 874,612 $82.8M Add +0.4% LKQ LKQ Corp. 1,618,860 $64.6M Add +0.8% SU Suncor Energy Inc. 1,710,554 $63.2M Reduce -0.4% FCNCA First Citizens Bcshs Class A 27,994 $51.5M Add +0.1% FDX FedEx Corp. 187,056 $51.2M Reduce -0.5% KMX Carmax Inc. 614,589 $47.6M Reduce -0.3% Cimpress 344,378 $28.2M Add +1.0% HSY The Hershey Co. 137,662 $26.4M Add +0.6% BRK.A Berkshire Hathaway Inc. Class A 30 $20.7M No change W Wayfair Inc. Class A 199,433 $11.2M Reduce -0.5% AAPL Apple Inc. 31,582 $7.4M Reduce -5.4% BAC Bank of America Corp. filed as BANK AMERICA CORP 99,081 $3.9M Reduce -2.7% SIRI Sirius XM Holdings Inc. 164,214 $3.9M New MSFT Microsoft Corp. 5,996 $2.6M Add +2.6% BAM Brookfield Asset Mgmt-A 52,536 $2.5M Reduce -1.8% BH.A Biglari Holdings Inc. Class A 2,389 $2.0M No change TRUP Trupanion Inc. 41,460 $1.7M Add +2.7% AMGN Amgen Inc. 3,795 $1.2M Add +2.0% XT Ishar Fture Exp Tech ETF-Usd 12,450 $758K No change CAT Caterpillar Inc. 1,717 $672K No change TSLA Tesla Inc. 2,478 $648K No change GE General Electric Company 3,327 $627K No change GS Goldman Sachs Group Inc. 1,230 $609K No change GOOGLE LLC-CL A 3,531 $586K Add +4.8% SPY SS SPDR S&P 500 ETF Trust-US 965 $554K No change AMZN Amazon.com Inc. 2,903 $541K Add +15.2% RTX RTX Corp. 3,489 $423K No change COP Conocophillips 3,334 $351K Reduce -2.1% SRE Sempra 3,799 $318K No change DIS The Walt Disney Co. filed as DISNEY WALT CO 3,255 $313K Add +3.0% VZ Verizon Communications Inc. 6,470 $291K Add +19.8% ITW Illinois Tool Works 1,100 $288K No change FAST Fastenal Co. 3,960 $283K No change WFC Wells Fargo & Co. 4,913 $278K No change UBER Uber Technologies Inc. 3,500 $263K Reduce -6.7% SCHG Schwab US Large-Cap Growth 2,450 $255K No change TSN Tyson Foods Inc. Class A 4,250 $253K No change GEV GE Vernova Inc. 988 $252K New TMHC Taylor Morrison Home Corp. 3,400 $239K New BIGLARI HLDGS INC 1,340 $230K Add +5.1% GLW Corning Inc. 5,050 $228K New PG The Procter & Gamble Co. 1,300 $225K No change DGX Quest Diagnostics Inc. 1,435 $223K Reduce -25.4% CVX Chevron Corp. 1,510 $222K Add +0.7% CDLX Cardlytics Inc. 50,650 $162K Add +10.4% MTRBF Metro Bank Holdings PLC 10,000 $9K No change
Options reported separately and not counted above: BRK.B calls ($1.8B).
Portfolio Sells Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▲ GOOG Google LLC Class C Reduce -0.9% 8.98% −1.23 FDX FedEx Corp. Reduce -0.5% 3.65% −0.48 LSXMK Liberty Media Corp.-Liber-New Sold out 0.00% −0.32 SU Suncor Energy Inc. Reduce -0.4% 4.50% −0.29 MATX Matson Inc. Sold out 0.00% −0.03 BAC Bank of America Corp. Reduce -2.7% 0.28% −0.02 BA The Boeing Co. Sold out 0.00% −0.02 COP Conocophillips Reduce -2.1% 0.03% −0.00 DGX Quest Diagnostics Inc. Reduce -25.4% 0.02% −0.00 UBER Uber Technologies Inc. Reduce -6.7% 0.02% −0.00 AAPL Apple Inc. Reduce -5.4% 0.52% +0.01 W Wayfair Inc. Class A Reduce -0.5% 0.80% +0.03 BAM Brookfield Asset Mgmt-A Reduce -1.8% 0.18% +0.03 BRK.B Berkshire Hathaway Inc. Class B Reduce -9.1% 36.52% +0.04 KMX Carmax Inc. Reduce -0.3% 3.39% +0.08 BN Brookfield Corp. Reduce -0.5% 11.48% +2.22
Portfolio Buys Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▼ SIRI Sirius XM Holdings Inc. New 0.28% +0.28 FCNCA First Citizens Bcshs Class A Add +0.1% 3.67% +0.23 HSY The Hershey Co. Add +0.6% 1.88% +0.04 TRUP Trupanion Inc. Add +2.7% 0.12% +0.04 GEV GE Vernova Inc. New 0.02% +0.02 TMHC Taylor Morrison Home Corp. New 0.02% +0.02 GLW Corning Inc. New 0.02% +0.02 VZ Verizon Communications Inc. Add +19.8% 0.02% +0.00 AMZN Amazon.com Inc. Add +15.2% 0.04% +0.00 AMGN Amgen Inc. Add +2.0% 0.09% +0.00 DIS The Walt Disney Co. Add +3.0% 0.02% −0.00 CVX Chevron Corp. Add +0.7% 0.02% −0.00 BIGLARI HLDGS INC Add +5.1% 0.02% −0.00 GOOGLE LLC-CL A Add +4.8% 0.04% −0.00 MSFT Microsoft Corp. Add +2.6% 0.18% −0.01 CDLX Cardlytics Inc. Add +10.4% 0.01% −0.02 AER Aercap Holdings NV Add +0.4% 5.90% −0.04 Cimpress Add +1.0% 2.01% −0.18 MKL Markel Group Inc. Add +0.0% 8.64% −0.27 LKQ LKQ Corp. Add +0.8% 4.60% −0.28
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ BRK.B Berkshire Hathaway Inc. Class B call Reduce -1.4% 4,006,700 $1.8B
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