STEGINSKY CAPITAL LLC
- SEC CIK
- 0001120048
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Jul 9, 2026.SEC
- Positions
- 8
- 0 vs. Q1 2026
- Total value
- $666.25M
- +$61.18M (+10.1%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGALPHABET INC CAP STK CL C | Stock | 689,320 | $243.56M | 36.56% | +5,178+0.8% | Added | View |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 135,271 | $126.54M | 18.99% | −160−0.1% | Reduced | View |
| MKLMARKEL GROUP INC | COM | 45,406 | $88.68M | 13.31% | +2,542+5.9% | Added | View |
| FASTFASTENAL CO COM | Stock | 1,719,217 | $82.57M | 12.39% | +80,457+4.9% | Added | View |
| MLMMARTIN MARIETTA MATLS INC | COM | 138,549 | $79.9M | 11.99% | +10,199+7.9% | Added | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 74,430 | $37.24M | 5.59% | −172−0.2% | Reduced | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 13,327 | $4.76M | 0.71% | +236+1.8% | Added | View |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 4 | $3M | 0.45% | +3+300.0% | Added | View |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Jul 9, 2026 | 8 | $666.25M | vs. Q1 2026 | SEC |
| Q1 2026 | May 4, 2026 | 8 | $605.07M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 5, 2026 | 8 | $593.44M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 13, 2025 | 8 | $544.63M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 12, 2025 | 8 | $489.08M | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 7 | $447.18M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 11, 2025 | 7 | $466.94M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 12, 2024 | 7 | $440.6M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 14, 2024 | 7 | $435.3M | vs. Q1 2024 | SEC |
| Q1 2024 | May 13, 2024 | 7 | $415.33M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 7 | $363M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 7 | $325.37M | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 13, 2023 | 7 | $320.14M | vs. Q1 2023 | SEC |
| Q1 2023 | May 12, 2023 | 7 | $280.2M | vs. Q4 2022 | SEC |
| Q4 2022 | Jan 31, 2023 | 7 | $270.76M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 7 | $263.3M | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 26, 2022 | 7 | $279.9M | vs. Q1 2022 | SEC |
| Q1 2022 | May 13, 2022 | 7 | $305.25M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 10, 2022 | 7 | $305.25M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 12, 2021 | 8 | $266.16M | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 13, 2021 | 8 | $249.84M | vs. Q1 2021 | SEC |
| Q1 2021 | May 14, 2021 | 8 | $215.1M | – | SEC |