Steginsky Capital
PORT WASHINGTON, NYfiles as STEGINSKY CAPITAL LLC
$666m in 8 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 4.5% of the portfolio this quarter.
Value
$666m
Stocks
8
Top 10 share
100.0%
Turnover
4.5%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Markel GroupMKL13.3% of the fund+6%
- FastenalFAST12.4% of the fund+5%
- Martin Marietta MaterialsMLM12.0% of the fund+8%
- Berkshire Hathaway INC DELBRK-A0.4% of the fund+300%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.4%
- Value
- $3m
- Shares
- 4
+300%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOG | 36.6% | $244m | 689,320 | Held |
| Costco WholesaleCOST | 19.0% | $127m | 135,271 | Held |
| Markel GroupMKL | 13.3% | $89m | 45,406 | +6% |
| FastenalFAST | 12.4% | $83m | 1,719,217 | +5% |
| Martin Marietta MaterialsMLM | 12.0% | $80m | 138,549 | +8% |
| Berkshire HathawayBRK-B | 5.6% | $37m | 74,430 | Held |
| AlphabetGOOGL | 0.7% | $5m | 13,327 | Held |
| Berkshire Hathaway INC DELBRK-A | 0.4% | $3m | 4 | +300% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 36.2% since 30 June 2025.
Where the money is
Media & telecom37.3%
Everyday goods19.0%
Financial services18.9%
Industrials12.4%
Materials12.0%
Other0.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.