Steginsky Capital LLC
- SEC CIK
- 0001120048
- Latest filing
- Jul 9, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 5, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 8
- 0 vs. Q3 2025
- Portfolio value
- $593.4M
- +$48.8M (+9.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 672,412 | $211.0M | 35.6% | −8,176−1.2% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 132,195 | $114.0M | 19.2% | +6,942+5.5% | Added | History |
| MKLMarkel Group Inc. | COM | 40,990 | $88.1M | 14.8% | +900+2.2% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 119,635 | $74.5M | 12.6% | −180.0% | Reduced | History |
| FASTFastenal Co | Stock | 1,595,087 | $64.0M | 10.8% | +154,765+10.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 70,552 | $35.5M | 6.0% | +1,286+1.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 13,071 | $4.09M | 0.7% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $2.26M | 0.4% | 00.0% | Unchanged | History |