Steginsky Capital LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Steginsky Capital LLC reported 8 stock positions worth $593.4 million. Its top holding was Alphabet Class C (GOOG) at 35.6% of the portfolio, followed by Costco Wholesale (COST, 19.2%) and Markel (MKL, 14.8%). Compared with Q3 2025, it added to 4 and reduced 2. The biggest buy was Markel (MKL, shares +2%) and the biggest sale Martin Marietta Materials (MLM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PORT WASHINGTON, NY
- CIK
- 0001120048
- Portfolio Value
- $593.4M (Q4 2025)
- SEC Filing
- 0001120048-26-000001 ↗ filed Feb 5, 2026
Holdings Value
Holdings 8 stocks · $593.4M
| GOOG Alphabet Inc. Class C | 35.56% | 672,412 | $211.0M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 19.21% | 132,195 | $114.0M | Add +5.5% |
| MKL Markel Group Inc. | 14.85% | 40,990 | $88.1M | Add +2.2% |
| MLM Martin Marietta Materials | 12.55% | 119,635 | $74.5M | Reduce -0.0% |
| FAST Fastenal Co. | 10.79% | 1,595,087 | $64.0M | Add +10.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.98% | 70,552 | $35.5M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 0.69% | 13,071 | $4.1M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 3 | $2.3M | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
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 |