Steginsky Capital LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Steginsky Capital LLC reported 7 stock positions worth $447.2 million. Its top holding was Costco Wholesale (COST) at 29.0% of the portfolio, followed by Alphabet Class C (GOOG, 22.1%) and Markel (MKL, 16.3%). Compared with Q4 2024, it added to 1 and reduced 5. The biggest buy was Martin Marietta Materials (MLM, shares +2%) and the biggest sale Alphabet Class C (GOOG, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- PORT WASHINGTON, NY
- CIK
- 0001120048
- Portfolio Value
- $447.2M (Q1 2025)
- SEC Filing
- 0001120048-25-000002 ↗ filed May 15, 2025
Holdings Value
Holdings 7 stocks · $447.2M
| COST Costco Wholesale Corp. | 29.00% | 137,098 | $129.7M | Reduce -4.0% |
| GOOG Alphabet Inc. Class C | 22.05% | 631,275 | $98.6M | Reduce -3.3% |
| MKL Markel Group Inc. | 16.35% | 39,098 | $73.1M | Reduce -3.1% |
| FAST Fastenal Co. | 12.60% | 726,506 | $56.3M | Reduce -0.8% |
| MLM Martin Marietta Materials | 12.19% | 114,011 | $54.5M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 7.36% | 61,807 | $32.9M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 0.45% | 13,071 | $2.0M | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| MLM Martin Marietta Materials | Add +1.5% | 12.19% | −0.23 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $666.3M | GOOG, COST, MKL, FAST, MLM |
| Q1 2026 | 8 | $605.1M | GOOG, COST, MKL, FAST, MLM |
| Q4 2025 | 8 | $593.4M | GOOG, COST, MKL, MLM, FAST |
| Q3 2025 | 8 | $544.6M | GOOG, COST, MKL, MLM, FAST |
| Q2 2025 | 8 | $489.1M | COST, GOOG, MKL, MLM, FAST |
| Q1 2025 | 7 | $447.2M | COST, GOOG, MKL, FAST, MLM |
| Q4 2024 | 7 | $466.9M | COST, GOOG, MKL, MLM, FAST |
| Q3 2024 | 7 | $440.6M | COST, GOOG, MKL, MLM, FAST |
| Q2 2024 | 7 | $435.3M | COST, GOOG, MKL, MLM, FAST |
| Q1 2024 | 7 | $415.3M | COST, GOOG, MLM, MKL, FAST |