Steginsky Capital LLC
- SEC CIK
- 0001120048
- Latest filing
- Jul 9, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 8
- +1 vs. Q1 2025
- Portfolio value
- $489.1M
- +$41.9M (+9.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COSTCostco Wholesale Corp | Stock | 130,055 | $128.7M | 26.3% | −7,043−5.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 674,065 | $119.6M | 24.4% | +42,790+6.8% | Added | History |
| MKLMarkel Group Inc. | COM | 39,561 | $79.0M | 16.2% | +463+1.2% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 118,762 | $65.2M | 13.3% | +4,751+4.2% | Added | History |
| FASTFastenal Co | Stock | 1,455,043 | $61.1M | 12.5% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| BRK.BBerkshire Hathaway Inc | Stock | 63,698 | $30.9M | 6.3% | +1,891+3.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 13,071 | $2.30M | 0.5% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $2.19M | 0.4% | +3 | New | History |