STEGINSKY CAPITAL LLC
Follow13F filer, CIK 1120048, PORT WASHINGTON, NY
STEGINSKY CAPITAL LLC reported $605,073,000 across 8 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-04.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001120048-26-000002
- Period
- 2026-03-31
- Reported value
- $605M
- Holdings
- 8
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MLMadded | +8,715 | $5.13M |
| MKLadded | +1,874 | $3.59M |
| GOOGadded | +11,730 | $3.36M |
| COSTadded | +3,236 | $3.22M |
| FASTadded | +43,673 | $2.03M |
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 |
|---|---|---|
| BRK-Areduced | -2 | -$1.44M |
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, Q1 2026
Share positions as resolved from 13F-HR 0001120048-26-000002, largest first. % of portfolio is the value over $605,073,000, 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 | 684,142 | $196M | 32.43% | +11,730 | Timeline | ||
| COSTCOSTCO WHOLESALE CORPORATION | 135,431 | $135M | 22.3% | +3,236 | Timeline | ||
| MKLMARKEL GROUP INC | 42,864 | $82M | 13.56% | +1,874 | Timeline | ||
| FASTFASTENAL CO | 1,638,760 | $76M | 12.57% | +43,673 | Timeline | ||
| MLMMARTIN MARIETTA MATLS INC | 128,350 | $75.6M | 12.49% | +8,715 | Timeline | ||
| BRK-BBERKSHIRE HATHAWAY INC DEL | 74,602 | $35.7M | 5.91% | +4,050 | Timeline | ||
| GOOGLALPHABET INC | 13,091 | $3.77M | 0.62% | +20 | Timeline | ||
| BRK-ABERKSHIRE HATHAWAY INC DEL | 1 | $718K | 0.12% | -2 | Timeline |
How Q1 2026 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 0001120048-26-000002 | base | 2026-05-04 | acceptance time not in the bulk data set |