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STEGINSKY CAPITAL LLC

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13F filer, CIK 1120048, PORT WASHINGTON, NY

STEGINSKY CAPITAL LLC reported $489,078,000 across 8 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001120048-25-000003

Period
2025-06-30
Reported value
$489M
Holdings
8
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FASTadded+728,537$30.6M
GOOGadded+42,790$7.59M
MLMadded+4,751$2.61M
BRK-Anew+3$2.19M
MKLadded+463$925K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
COSTreduced-7,043-$6.97M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001120048-25-000003, largest first. % of portfolio is the value over $489,078,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,820 shares; 2025Q1: 137,098 shares; 2025Q2: 130,055 shares 130,055$129M26.32%-7,043Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 652,511 shares; 2025Q1: 631,275 shares; 2025Q2: 674,065 shares 674,065$120M24.45%+42,790Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,337 shares; 2025Q1: 39,098 shares; 2025Q2: 39,561 shares 39,561$79M16.16%+463Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,287 shares; 2025Q1: 114,011 shares; 2025Q2: 118,762 shares 118,762$65.2M13.33%+4,751Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 732,436 shares; 2025Q1: 726,506 shares; 2025Q2: 1,455,043 shares 1,455,043$61.1M12.5%+728,537Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,066 shares; 2025Q1: 61,807 shares; 2025Q2: 63,698 shares 63,698$30.9M6.33%+1,891Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,071 shares; 2025Q1: 13,071 shares; 2025Q2: 13,071 shares 13,071$2.3M0.47%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares 3$2.19M0.45%newTimeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001120048-25-000003 base2025-08-12acceptance time not in the bulk data set