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STEGINSKY CAPITAL LLC

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13F filer, CIK 1120048, PORT WASHINGTON, NY

STEGINSKY CAPITAL LLC reported $666,254,000 across 8 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-09.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001120048-26-000003

Period
2026-06-30
Reported value
$666M
Holdings
8
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MLMadded+10,199$5.88M
MKLadded+2,542$4.96M
FASTadded+80,457$3.86M
BRK-Aadded+3$2.25M
GOOGadded+5,178$1.83M

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-160-$150K
BRK-Breduced-172-$86.1K

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 2026

Share positions as resolved from 13F-HR 0001120048-26-000003, largest first. % of portfolio is the value over $666,254,000, 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; 2024Q3: restricted; 2024Q4: 652,511 shares; 2025Q1: 631,275 shares; 2025Q2: 674,065 shares; 2025Q3: 680,588 shares; 2025Q4: 672,412 shares; 2026Q1: 684,142 shares; 2026Q2: 689,320 shares 689,320$244M36.56%+5,178Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 142,820 shares; 2025Q1: 137,098 shares; 2025Q2: 130,055 shares; 2025Q3: 125,253 shares; 2025Q4: 132,195 shares; 2026Q1: 135,431 shares; 2026Q2: 135,271 shares 135,271$127M18.99%-160Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,337 shares; 2025Q1: 39,098 shares; 2025Q2: 39,561 shares; 2025Q3: 40,090 shares; 2025Q4: 40,990 shares; 2026Q1: 42,864 shares; 2026Q2: 45,406 shares 45,406$88.7M13.31%+2,542Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,638,760 shares; 2026Q2: 1,719,217 shares 1,719,217$82.6M12.39%+80,457Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112,287 shares; 2025Q1: 114,011 shares; 2025Q2: 118,762 shares; 2025Q3: 119,653 shares; 2025Q4: 119,635 shares; 2026Q1: 128,350 shares; 2026Q2: 138,549 shares 138,549$79.9M11.99%+10,199Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,066 shares; 2025Q1: 61,807 shares; 2025Q2: 63,698 shares; 2025Q3: 69,266 shares; 2025Q4: 70,552 shares; 2026Q1: 74,602 shares; 2026Q2: 74,430 shares 74,430$37.2M5.59%-172Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,071 shares; 2025Q1: 13,071 shares; 2025Q2: 13,071 shares; 2025Q3: 13,071 shares; 2025Q4: 13,071 shares; 2026Q1: 13,091 shares; 2026Q2: 13,327 shares 13,327$4.76M0.71%+236Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 1 shares; 2026Q2: 4 shares 4$3M0.45%+3Timeline

How Q2 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001120048-26-000003 base2026-07-09acceptance time not in the bulk data set