STEGINSKY CAPITAL LLC
Top Portfolio Positions
5 positions ·
$372,352,192 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
135,431 | $134,947,511 | 36.24% |
| MKL |
Markel Group Inc.
Financial Services
|
42,864 | $82,044,692 | 22.03% |
| FAST |
Fastenal Co
Industrials
|
1,638,760 | $76,038,464 | 20.42% |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
128,350 | $75,557,078 | 20.29% |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,091 | $3,764,447 | 1.01% |
Portfolio Trend
Holdings in MLM
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,557,078 | 128,350 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $74,491,929 | 119,635 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $75,414,892 | 119,653 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $65,195,587 | 118,762 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $54,512,079 | 114,011 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $57,996,235 | 112,287 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $58,843,104 | 109,323 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $58,741,414 | 108,419 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $66,727,910 | 108,688 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $54,024,469 | 108,285 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $44,556,783 | 108,548 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $50,271,577 | 108,886 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $37,711,277 | 106,211 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $37,517,035 | 111,007 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $35,696,912 | 110,829 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,622,546 | 109,018 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $37,357,038 | 97,059 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $42,756,430 | 97,059 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $33,163,460 | 97,060 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $34,285,643 | 97,455 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $33,023,195 | 98,336 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $28,076,113 | 98,870 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $23,169,073 | 98,441 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $19,366,557 | 93,753 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $17,572,654 | 92,864 | Shares | Sole | 2020-05-22 | |
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