Steginsky Capital LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Steginsky Capital LLC reported 8 stock positions worth $605.1 million. Its top holding was Alphabet Class C (GOOG) at 32.4% of the portfolio, followed by Costco Wholesale (COST, 22.3%) and Markel (MKL, 13.6%). Compared with Q4 2025, it added to 7 and reduced 1. The biggest buy was Costco Wholesale (COST, shares +2%) and the biggest sale Berkshire Hathaway Class A (BRK.A, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- PORT WASHINGTON, NY
- CIK
- 0001120048
- Portfolio Value
- $605.1M (Q1 2026)
- SEC Filing
- 0001120048-26-000002 ↗ filed May 4, 2026
Holdings Value
Holdings 8 stocks · $605.1M
| GOOG Alphabet Inc. Class C | 32.43% | 684,142 | $196.3M | Add +1.7% |
| COST Costco Wholesale Corp. | 22.30% | 135,431 | $134.9M | Add +2.5% |
| MKL Markel Group Inc. | 13.56% | 42,864 | $82.0M | Add +4.6% |
| FAST Fastenal Co. | 12.57% | 1,638,760 | $76.0M | Add +2.7% |
| MLM Martin Marietta Materials | 12.49% | 128,350 | $75.6M | Add +7.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.91% | 74,602 | $35.7M | Add +5.7% |
| GOOGL Alphabet Inc. Class A | 0.62% | 13,091 | $3.8M | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 1 | $718K | Reduce -66.7% |
Portfolio Sells Q4 2025 → Q1 2026
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -66.7% | 0.12% | −0.26 |
Portfolio Buys Q4 2025 → Q1 2026
| COST Costco Wholesale Corp. | Add +2.5% | 22.30% | +3.09 |
| FAST Fastenal Co. | Add +2.7% | 12.57% | +1.78 |
| MLM Martin Marietta Materials | Add +7.3% | 12.49% | −0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.62% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.7% | 5.91% | −0.07 |
| MKL Markel Group Inc. | Add +4.6% | 13.56% | −1.29 |
| GOOG Alphabet Inc. Class C | Add +1.7% | 32.43% | −3.12 |
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 |