STEGINSKY CAPITAL LLC
CIK: 0001120048SEC EDGAR →
Portfolio Value
$593.4M
Holdings
8
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC CAP STKCL C | 672,412 | $211.0M | 35.56% |
| 2 | COSTCO WHOLESALE CORP | 132,195 | $114.0M | 19.21% |
| 3 | MARKEL CORP | 40,990 | $88.1M | 14.85% |
| 4 | MARTIN MARIETTA MATLS INC | 119,635 | $74.5M | 12.55% |
| 5 | FASTENAL CO | 1,595,087 | $64.0M | 10.79% |
| 6 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 70,552 | $35.5M | 5.98% |
| 7 | ALPHABET INC CL A | 13,071 | $4.1M | 0.69% |
| 8 | BERKSHIRE HATHAWAY INC CL A | 3 | $2.3M | 0.38% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 2 | $215.1M | 36.2% |
| Consumer Defensive | 1 | $114.0M | 19.2% |
| Financial Services | 1 | $88.1M | 14.8% |
| Basic Materials | 1 | $74.5M | 12.6% |
| Industrials | 1 | $64.0M | 10.8% |
| Unknown | 2 | $37.7M | 6.4% |