STEGINSKY CAPITAL LLC
CIK 1120048 · Holdings on Jun 30, 2026 · First reported Jul 9, 2026
Top ten holdings
Q2 2026- GOOG36.56%
- COST18.99%
- MKL13.31%
- FAST12.39%
- MLM11.99%
- BRK.B5.59%
- GOOGL0.71%
- BRK.A0.45%
Share classes counted separately99.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGWeight increased · +4.13 pp32.43% → 36.56%Shares +5.18K (+0.76%)
- COSTWeight decreased · -3.31 pp22.30% → 18.99%Shares -160 (-0.12%)
- MLMWeight decreased · -0.50 pp12.49% → 11.99%Shares +10.20K (+7.95%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 8
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GOOGALPHABET INC-CL C View history and evidence | $243.56M | 36.56% | 689.32K shares | 32.43% → 36.56%+4.13 pp +5.18K (+0.76%) | Added | ▾ |
| 02 | COSTCOSTCO WHOLESALE CORP View history and evidence | $126.54M | 18.99% | 135.27K shares | 22.30% → 18.99%-3.31 pp -160 (-0.12%) | Reduced | ▾ |
| 03 | MKLMARKEL GROUP INC View history and evidence | $88.68M | 13.31% | 45.41K shares | 13.56% → 13.31%-0.25 pp +2.54K (+5.93%) | Added | ▾ |
| 04 | FASTFASTENAL CO View history and evidence | $82.57M | 12.39% | 1.72M shares | 12.57% → 12.39%-0.18 pp +80.46K (+4.91%) | Added | ▾ |
| 05 | MLMMARTIN MARIETTA MATERIALS View history and evidence | $79.90M | 11.99% | 138.55K shares | 12.49% → 11.99%-0.50 pp +10.20K (+7.95%) | Added | ▾ |
| 06 | BRK.BBERKSHIRE HATHAWAY INC-CL B View history and evidence | $37.24M | 5.59% | 74.43K shares | 5.91% → 5.59%-0.32 pp -172 (-0.23%) | Reduced | ▾ |
| 07 | GOOGLALPHABET INC-CL A View history and evidence | $4.76M | 0.71% | 13.33K shares | 0.62% → 0.71%+0.09 pp +236 (+1.80%) | Added | ▾ |
| 08 | BRK.ABERKSHIRE HATHAWAY INC-CL A View history and evidence | $3.00M | 0.45% | 4 shares | 0.12% → 0.45%+0.33 pp +3 (+300.00%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1120048 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 666254
}Take these holdings further.
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