STEGINSKY CAPITAL LLC

CIK
1120048
City
PORT WASHINGTON
State / Country
NY

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

25 quarters · across all stocks

Holdings in MLM

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $75,557,078 128,350
2025-12-31 $74,491,929 119,635
2025-09-30 $75,414,892 119,653
2025-06-30 $65,195,587 118,762
2025-03-31 $54,512,079 114,011
2024-12-31 $57,996,235 112,287
2024-09-30 $58,843,104 109,323
2024-06-30 $58,741,414 108,419
2024-03-31 $66,727,910 108,688
2023-12-31 $54,024,469 108,285
2023-09-30 $44,556,783 108,548
2023-06-30 $50,271,577 108,886
2023-03-31 $37,711,277 106,211
2022-12-31 $37,517,035 111,007
2022-09-30 $35,696,912 110,829
2022-06-30 $32,622,546 109,018
2022-03-31 $37,357,038 97,059
2021-12-31 $42,756,430 97,059
2021-09-30 $33,163,460 97,060
2021-06-30 $34,285,643 97,455
2021-03-31 $33,023,195 98,336
2020-12-31 $28,076,113 98,870
2020-09-30 $23,169,073 98,441
2020-06-30 $19,366,557 93,753
2020-03-31 $17,572,654 92,864