Steginsky Capital LLC
- SEC CIK
- 0001120048
- Latest filing
- Jul 9, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 7
- 0 vs. Q3 2023
- Portfolio value
- $363.0M
- +$37.6M (+11.6%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COSTCostco Wholesale Corp | Stock | 147,285 | $97.2M | 26.8% | +2,286+1.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 621,597 | $87.6M | 24.1% | +1,888+0.3% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 108,285 | $54.0M | 14.9% | −263−0.2% | Reduced | History |
| MKLMarkel Group Inc. | COM | 37,208 | $52.8M | 14.6% | +837+2.3% | Added | History |
| FASTFastenal Co | Stock | 699,507 | $45.3M | 12.5% | +12,899+1.9% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 67,858 | $24.2M | 6.7% | −2,667−3.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 12,980 | $1.81M | 0.5% | +2,200+20.4% | Added | History |