STEGINSKY CAPITAL LLC — 13F Holdings

2026 Q2  ·  8 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, STEGINSKY CAPITAL LLC maintained a portfolio of 8 distinct positions. They heavily accumulated shares in BERKSHIRE HATHAWAY INC CL A, increasing the position by 300.0%.
Position History hover any row below to update
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STEGINSKY CAPITAL LLC Asset Manager AUM $1M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q2
Top Holding
GOOG (36.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GOOG
ALPHABET INC CA...
Communication Services 36.56% 32.43% #1
Prev: #1
6.5
—
5,178 0.8%
P
S
689,320 $243,557 2016 Q4 13F Filing 2026-06-30 2026-07-09
COST
COSTCO WHOLESAL...
Consumer Defensive 18.99% 22.30% #2
Prev: #2
6.0
—
-160 -0.1%
P
S
135,271 $126,542 2016 Q4 13F Filing 2026-06-30 2026-07-09
MKL
MARKEL CORP
Financial Services 13.31% 13.56% #3
Prev: #3
7.0
—
2,542 5.9%
P
S
45,406 $88,678 2016 Q4 13F Filing 2026-06-30 2026-07-09
FAST
FASTENAL CO
Industrials 12.39% 12.57% #4
Prev: #4
5.0
—
80,457 4.9%
P
S
1,719,217 $82,574 2016 Q4 13F Filing 2026-06-30 2026-07-09
MLM
MARTIN MARIETTA...
Basic Materials 11.99% 12.49% #5
Prev: #5
6.5
—
10,199 7.9%
P
S
138,549 $79,901 2016 Q4 13F Filing 2026-06-30 2026-07-09
BRK/B
BERKSHIRE HATHA...
Financial Services 5.59% 5.91% #6
Prev: #6
2.7
—
-172 -0.2%
P
S
74,430 $37,244 2016 Q4 13F Filing 2026-06-30 2026-07-09
GOOGL
ALPHABET INC CL...
Communication Services 0.71% 0.62% #7
Prev: #7
0.8
—
236 1.8%
P
S
13,327 $4,763 2017 Q3 13F Filing 2026-06-30 2026-07-09
BRK/A
BERKSHIRE HATHA...
Financial Services 0.45% 0.12% #8
Prev: #8
3.2
—
3 300.0%
P
S
4 $2,995 2025 Q2 13F Filing 2026-06-30 2026-07-09
Showing 1-8 of 8 holdings

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