STEGINSKY CAPITAL LLC
Follow13F filer, CIK 1120048, PORT WASHINGTON, NY
STEGINSKY CAPITAL LLC reported $609,784,000 across 8 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-07.
Accepted , ingested 13F-HR 0001120048-26-000004
- Period
- 2026-09-30
- Reported value
- $610M
- Holdings
- 8
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GOOGreduced | -38,970 | -$13.3M |
| FASTreduced | -69,388 | -$3.44M |
| MKLreduced | -1,075 | -$1.84M |
| MLMreduced | -3,528 | -$1.69M |
| COSTreduced | -1,841 | -$1.68M |
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, Q3 2026
Share positions as resolved from 13F-HR 0001120048-26-000004, largest first. % of portfolio is the value over $609,784,000, 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 | 650,350 | $222M | 36.34% | -38,970 | Timeline | ||
| COSTCOSTCO WHOLESALE CORPORATION | 133,430 | $121M | 19.92% | -1,841 | Timeline | ||
| FASTFASTENAL CO | 1,649,829 | $81.7M | 13.4% | -69,388 | Timeline | ||
| MKLMARKEL GROUP INC | 44,331 | $75.9M | 12.45% | -1,075 | Timeline | ||
| MLMMARTIN MARIETTA MATLS INC | 135,021 | $64.8M | 10.62% | -3,528 | Timeline | ||
| BRK-BBERKSHIRE HATHAWAY INC DEL | 73,758 | $36.7M | 6.02% | -672 | Timeline | ||
| GOOGLALPHABET INC | 13,327 | $4.59M | 0.75% | 0 | Timeline | ||
| BRK-ABERKSHIRE HATHAWAY INC DEL | 4 | $2.99M | 0.49% | 0 | Timeline |
How Q3 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 0001120048-26-000004 | base | 2026-10-07 |