STEGINSKY CAPITAL LLC
Follow13F filer, CIK 1120048, PORT WASHINGTON, NY
STEGINSKY CAPITAL LLC reported $593,435,000 across 8 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-05.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001120048-26-000001
- Period
- 2025-12-31
- Reported value
- $593M
- Holdings
- 8
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| FASTadded | +154,765 | $6.21M |
| COSTadded | +6,942 | $5.99M |
| MKLadded | +900 | $1.93M |
| BRK-Badded | +1,286 | $646K |
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
| Security | Shares change | Approx. value |
|---|---|---|
| GOOGreduced | -8,176 | -$2.57M |
| MLMreduced | -18 | -$11.2K |
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, Q4 2025
Share positions as resolved from 13F-HR 0001120048-26-000001, largest first. % of portfolio is the value over $593,435,000, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| GOOGALPHABET INC | 672,412 | $211M | 35.56% | -8,176 | Timeline | ||
| COSTCOSTCO WHOLESALE CORPORATION | 132,195 | $114M | 19.21% | +6,942 | Timeline | ||
| MKLMARKEL GROUP INC | 40,990 | $88.1M | 14.85% | +900 | Timeline | ||
| MLMMARTIN MARIETTA MATLS INC | 119,635 | $74.5M | 12.55% | -18 | Timeline | ||
| FASTFASTENAL CO | 1,595,087 | $64M | 10.79% | +154,765 | Timeline | ||
| BRK-BBERKSHIRE HATHAWAY INC DEL | 70,552 | $35.5M | 5.98% | +1,286 | Timeline | ||
| GOOGLALPHABET INC | 13,071 | $4.09M | 0.69% | 0 | Timeline | ||
| BRK-ABERKSHIRE HATHAWAY INC DEL | 3 | $2.26M | 0.38% | 0 | Timeline |
How Q4 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001120048-26-000001 | base | 2026-02-05 | acceptance time not in the bulk data set |