STEGINSKY CAPITAL LLC
CIK: 1120048SEC EDGAR →
Portfolio Value
$606.8M
Holdings
8
As of
Q3 2026
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC CAP STKCL C | 650,350 | $221.6M | 36.52% |
| 2 | COSTCO WHOLESALE CORP | 133,430 | $121.5M | 20.02% |
| 3 | FASTENAL CO | 1,649,829 | $81.7M | 13.47% |
| 4 | MARKEL CORP | 44,331 | $75.9M | 12.51% |
| 5 | MARTIN MARIETTA MATLS INC | 135,021 | $64.8M | 10.68% |
| 6 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 73,758 | $36.7M | 6.05% |
| 7 | ALPHABET INC CL A | 13,327 | $4.6M | 0.76% |
| 8 | BERKSHIRE HATHAWAY INC CL A | 4 | $3K | 0.00% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 2 | $226.2M | 37.3% |
| Consumer Defensive | 1 | $121.5M | 20.0% |
| Industrials | 1 | $81.7M | 13.5% |
| Financial Services | 1 | $75.9M | 12.5% |
| Basic Materials | 1 | $64.8M | 10.7% |
| Unknown | 2 | $36.7M | 6.1% |