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STEGINSKY CAPITAL LLC

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13F 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

SecurityShares changeApprox. 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

SecurityShares changeApprox. 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).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 652,511 shares; 2025Q1: 631,275 shares; 2025Q2: 674,065 shares; 2025Q3: 680,588 shares; 2025Q4: 672,412 shares 672,412$211M35.56%-8,176Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,820 shares; 2025Q1: 137,098 shares; 2025Q2: 130,055 shares; 2025Q3: 125,253 shares; 2025Q4: 132,195 shares 132,195$114M19.21%+6,942Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,337 shares; 2025Q1: 39,098 shares; 2025Q2: 39,561 shares; 2025Q3: 40,090 shares; 2025Q4: 40,990 shares 40,990$88.1M14.85%+900Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,287 shares; 2025Q1: 114,011 shares; 2025Q2: 118,762 shares; 2025Q3: 119,653 shares; 2025Q4: 119,635 shares 119,635$74.5M12.55%-18Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 732,436 shares; 2025Q1: 726,506 shares; 2025Q2: 1,455,043 shares; 2025Q3: 1,440,322 shares; 2025Q4: 1,595,087 shares 1,595,087$64M10.79%+154,765Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,066 shares; 2025Q1: 61,807 shares; 2025Q2: 63,698 shares; 2025Q3: 69,266 shares; 2025Q4: 70,552 shares 70,552$35.5M5.98%+1,286Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,071 shares; 2025Q1: 13,071 shares; 2025Q2: 13,071 shares; 2025Q3: 13,071 shares; 2025Q4: 13,071 shares 13,071$4.09M0.69%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3$2.26M0.38%0Timeline

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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001120048-26-000001 base2026-02-05acceptance time not in the bulk data set