Steginsky Capital LLC
- SEC CIK
- 0001120048
- Latest filing
- Jul 9, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 7
- 0 vs. Q4 2024
- Portfolio value
- $447.2M
- −$19.8M (−4.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COSTCostco Wholesale Corp | Stock | 137,098 | $129.7M | 29.0% | −5,722−4.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 631,275 | $98.6M | 22.1% | −21,236−3.3% | Reduced | History |
| MKLMarkel Group Inc. | COM | 39,098 | $73.1M | 16.3% | −1,239−3.1% | Reduced | History |
| FASTFastenal Co | Stock | 726,506 | $56.3M | 12.6% | −5,930−0.8% | Reduced | History |
| MLMMartin Marietta Materials Inc | COM | 114,011 | $54.5M | 12.2% | +1,724+1.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 61,807 | $32.9M | 7.4% | −2,259−3.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 13,071 | $2.02M | 0.5% | 00.0% | Unchanged | History |