Follow-The-Filings

Period over period

CHECK CAPITAL MANAGEMENT INC/CA

2026 Q1 2025 Q4 10 adds 12 reduces AUM 0.0%

Change periods

CHECK CAPITAL MANAGEMENT INC/CA · 2026 Q1 vs 2025 Q4

Q4 2025 Q1 2026
later 2026 Q1 $3.4B 50 holdings · filed 4 May
earlier 2025 Q4 $3.4B 51 holdings · filed 6 Feb
Δ book −$853 0.0%
activity manager grid full book

moves

New / Exit first · then largest |Δ port| · signal floor

show all
ticker action Δ port Δ value shares issuer
AMZN Add +1.21 pp 0.0% → 1.2% +$42M +5762.9% Amazon
BRK.B Add -0.67 pp 16.1% → 15.5% −$23M +0.5% Berkshire Hathaway
SIRI Add +0.30 pp 1.7% → 2.0% +$10M +2.0% Sirius Xm
LKQ Add +0.27 pp 1.4% → 1.6% +$9M +23.0% Lkq Corp.
FCNCA Add -0.25 pp 2.7% → 2.4% −$9M +3.0% First Citizens
— Add +0.21 pp 0.8% → 1.0% +$7M +16.0% Cimpress
— Add 0.00 pp 0.0% → 0.0% +$118 +64.7% Fairfax Finl Hldgs
UNH Add 0.00 pp 0.0% → 0.0% +$96 +71.3% Unitedhealth
JEF Add 0.00 pp 0.8% → 0.8% +$30 +50.3% Jefferies
BA Add 0.00 pp 0.0% → 0.0% +$17 +16.1% Boeing Co.
BN Reduce -0.70 pp 5.9% → 5.2% −$24M -0.2% Brookfield Corp.
GOOGL Reduce -0.66 pp 6.4% → 5.8% −$23M -1.9% Alphabet
MKL Reduce -0.55 pp 4.8% → 4.3% −$19M -0.6% Markel
BAC Reduce -0.11 pp 0.1% → 0.0% −$4M -84.9% Bank Of America
BH.A Reduce -0.03 pp 0.1% → 0.1% −$1M -28.3% Biglari Cl A
AAPL Reduce -0.03 pp 0.2% → 0.2% −$1M -9.1% Apple
FDX Reduce -0.01 pp 0.0% → 0.0% −$292 -55.6% Fedex
GE Reduce 0.00 pp 0.0% → 0.0% −$150 -7.7% General Electric
GEV Reduce 0.00 pp 0.0% → 0.0% +$141 -8.8% Ge Vernova
— Reduce 0.00 pp 0.0% → 0.0% −$127 -27.8% Biglari Holdings
WFC Reduce 0.00 pp 0.0% → 0.0% −$118 -12.4% Wells Fargo
VZ Reduce 0.00 pp 0.0% → 0.0% +$2 -18.1% Verizon

22 signal moves · sorted New / Exit first

Shares Value
Ticker Issuer name Class Q1 2026 Q4 2025 Diff Chg % Q1 2026 Q4 2025 Diff Chg % ID