STEGINSKY CAPITAL LLC
CIK: 1120048SEC EDGAR →
Portfolio Value
$604.4M
Holdings
8
As of
Q1 2026
New Positions
8
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC CAP STKCL C | 684,142 | $196.3M | 32.47% |
| 2 | COSTCO WHOLESALE CORP | 135,431 | $134.9M | 22.33% |
| 3 | MARKEL CORP | 42,864 | $82.0M | 13.58% |
| 4 | FASTENAL CO | 1,638,760 | $76.0M | 12.58% |
| 5 | MARTIN MARIETTA MATLS INC | 128,350 | $75.6M | 12.50% |
| 6 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 74,602 | $35.7M | 5.92% |
| 7 | ALPHABET INC CL A | 13,091 | $3.8M | 0.62% |
| 8 | BERKSHIRE HATHAWAY INC CL A | 1 | $718 | 0.00% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 2 | $200.0M | 33.1% |
| Consumer Defensive | 1 | $134.9M | 22.3% |
| Financial Services | 1 | $82.0M | 13.6% |
| Industrials | 1 | $76.0M | 12.6% |
| Basic Materials | 1 | $75.6M | 12.5% |
| Unknown | 2 | $35.7M | 5.9% |