Steginsky Capital LLC
- SEC CIK
- 0001120048
- Latest filing
- Jul 9, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 7
- 0 vs. Q4 2023
- Portfolio value
- $415.3M
- +$52.3M (+14.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COSTCostco Wholesale Corp | Stock | 146,719 | $107.5M | 25.9% | −566−0.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 644,377 | $98.1M | 23.6% | +22,780+3.7% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 108,688 | $66.7M | 16.1% | +403+0.4% | Added | History |
| MKLMarkel Group Inc. | COM | 38,407 | $58.4M | 14.1% | +1,199+3.2% | Added | History |
| FASTFastenal Co | Stock | 704,125 | $54.3M | 13.1% | +4,618+0.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 67,276 | $28.3M | 6.8% | −582−0.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 12,984 | $1.96M | 0.5% | +40.0% | Added | History |