STEGINSKY CAPITAL LLC
Top Portfolio Positions
6 positions ·
$408,101,470 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
135,431 | $134,947,511 | 33.07% | |
| MKL |
Markel Group Inc.
Financial Services
|
42,864 | $82,044,692 | 20.10% | |
| FAST |
Fastenal Co
Industrials
|
1,638,760 | $76,038,464 | 18.63% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
128,350 | $75,557,078 | 18.51% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
74,602 | $35,749,278 | 8.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,091 | $3,764,447 | 0.92% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MKL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,044,692 | 42,864 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $88,114,149 | 40,990 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $76,626,422 | 40,090 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $79,017,558 | 39,561 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $73,098,011 | 39,098 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $69,630,939 | 40,337 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $61,235,794 | 39,039 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $60,781,084 | 38,575 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $58,435,482 | 38,407 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $52,831,639 | 37,208 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $53,555,933 | 36,371 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $50,737,812 | 36,682 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $47,734,256 | 37,368 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $51,462,476 | 39,061 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $41,123,380 | 37,929 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $48,568,003 | 37,555 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $54,318,336 | 36,820 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $45,435,880 | 36,820 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $35,754,704 | 29,917 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $32,547,895 | 27,427 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,513,259 | 23,265 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $23,357,746 | 22,605 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $21,945,250 | 22,538 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $19,466,885 | 21,087 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $19,361,352 | 20,866 | Shares | Sole | 2020-05-22 | |
| No 13F history on record for this holder in this stock. | ||||||