Steginsky Capital LLC
- SEC CIK
- 0001120048
- Latest filing
- Jul 9, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 13, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 7
- 0 vs. Q1 2023
- Portfolio value
- $320.1M
- +$39.9M (+14.3%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COSTCostco Wholesale Corp | Stock | 144,334 | $77.7M | 24.3% | +2,525+1.8% | Added | History |
| GOOGAlphabet Inc. | Stock | 620,246 | $75.0M | 23.4% | +4,527+0.7% | Added | History |
| MKLMarkel Group Inc. | COM | 36,682 | $50.7M | 15.8% | −686−1.8% | Reduced | History |
| MLMMartin Marietta Materials Inc | COM | 108,886 | $50.3M | 15.7% | +2,675+2.5% | Added | History |
| FASTFastenal Co | Stock | 683,061 | $40.3M | 12.6% | +27,955+4.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 72,758 | $24.8M | 7.7% | −4,325−5.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 10,780 | $1.29M | 0.4% | 00.0% | Unchanged | History |