Steginsky Capital LLC
- SEC CIK
- 0001120048
- Latest filing
- Jul 9, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 9, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 8
- 0 vs. Q1 2026
- Portfolio value
- $666.3M
- +$61.2M (+10.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 689,320 | $243.6M | 36.6% | +5,178+0.8% | Added | History |
| COSTCostco Wholesale Corp | Stock | 135,271 | $126.5M | 19.0% | −160−0.1% | Reduced | History |
| MKLMarkel Group Inc. | COM | 45,406 | $88.7M | 13.3% | +2,542+5.9% | Added | History |
| FASTFastenal Co | Stock | 1,719,217 | $82.6M | 12.4% | +80,457+4.9% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 138,549 | $79.9M | 12.0% | +10,199+7.9% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 74,430 | $37.2M | 5.6% | −172−0.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 13,327 | $4.76M | 0.7% | +236+1.8% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $3.00M | 0.4% | +3+300.0% | Added | History |