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Check Capital Management Inc. Steven Check

Costa Mesa, CA 26 processed 13Fs on this site, 2021 Q3 to 2026 Q2

  • $3.6B 13F
  • $1.6B Equity
  • 52 holdings
  • 2026 Q2
  • +5.8% QoQ

Steven Check's biggest moves in 2026 Q2 were opening Freeport-McMoRan and Hudbay Minerals, adding to Cimpress and Hershey, trimming Berkshire Hathaway and Alphabet, and selling out of ConocoPhillips and Verizon.

Options-heavy 13F

2026 Q2, filed 8/3/2026, top 12 of 52 holdings

Long equity 44.7% of the 13F, $1.6B

13F reported value includes option notionals

  1. Options & other 58.2%
  2. BRK.B, Berkshire Hathaway 11.5%
  3. GOOGL, Alphabet 6.5%
  4. BN, Brookfield Corporation 5.2%
  5. MKL, Markel Group 4.3%
  6. AER, AerCap 3.2%
  7. FCNCA, First Citizens 2.5%
  8. SIRI, Sirius XM 2.4%
  9. LKQ 1.4%
  10. AMZN, Amazon 1.3%
  11. CMPR, Cimpress 1.3%
  12. DIS, Disney 1.2%
  13. HSY, Hershey 1.0%

13F value over time

2026 Q2 $3.6B +5.8% QoQ
2021 Q3: $2.2B 2021 Q3: $2.2B
Q3 2021
2021 Q4: $2.4B, +10.9% QoQ 2021 Q4: $2.4B, +10.9% QoQ
Q4
2022 Q1: $2.6B, +7.5% QoQ 2022 Q1: $2.6B, +7.5% QoQ
Q1 2022
2022 Q2: $2B, −22.0% QoQ 2022 Q2: $2B, −22.0% QoQ
Q2
2022 Q3: $1.9B, −6.2% QoQ 2022 Q3: $1.9B, −6.2% QoQ
Q3
2022 Q4: $2.1B, +10.6% QoQ 2022 Q4: $2.1B, +10.6% QoQ
Q4
2023 Q1: $2.2B, +7.9% QoQ 2023 Q1: $2.2B, +7.9% QoQ
Q1 2023
2023 Q2: $2.5B, +12.7% QoQ 2023 Q2: $2.5B, +12.7% QoQ
Q2
2023 Q3: $2.6B, +3.1% QoQ 2023 Q3: $2.6B, +3.1% QoQ
Q3
2023 Q4: $2.7B, +4.6% QoQ 2023 Q4: $2.7B, +4.6% QoQ
Q4
2024 Q1: $3B, +11.7% QoQ 2024 Q1: $3B, +11.7% QoQ
Q1 2024
2024 Q2: $3B, −0.7% QoQ 2024 Q2: $3B, −0.7% QoQ
Q2
2024 Q3: $3.2B, +7.5% QoQ 2024 Q3: $3.2B, +7.5% QoQ
Q3
2024 Q4: $3.4B, +3.3% QoQ 2024 Q4: $3.4B, +3.3% QoQ
Q4
2025 Q1: $3.4B, +2.1% QoQ 2025 Q1: $3.4B, +2.1% QoQ
Q1 2025
2025 Q2: $3B, −13.7% QoQ 2025 Q2: $3B, −13.7% QoQ
Q2
2025 Q3: $3B, +2.6% QoQ 2025 Q3: $3B, +2.6% QoQ
Q3
2025 Q4: $3.4B, +13.3% QoQ 2025 Q4: $3.4B, +13.3% QoQ
Q4
2026 Q1: $3.4B, 0.0% QoQ 2026 Q1: $3.4B, 0.0% QoQ
Q1 2026
2026 Q2: $3.6B, +5.8% QoQ 2026 Q2: $3.6B, +5.8% QoQ
Q2

Latest book

2026 Q2 2026 Q1, filed 3 Aug, long equity only

Download CSV Download Excel All activity
BRK.B, Berkshire Hathaway 11.51%, was 15.46% Reduce −24.5% 836,370 $500.39 $419M −272,020 −$113M
GOOGL, Alphabet 6.49% Reduce −3.3% 667,737 $353.33 $236M −22,662 +$38M
BN, Brookfield Corporation 5.16% Add +0.5% 4,402,984 $42.59 $188M +23,046 +$10M
MKL, Markel Group 4.25% Add +3.0% 79,209 $1,953 $155M +2,323 +$7.5M
AER, AerCap 3.24%, was 3.26% Reduce −1.2% 807,867 $145.78 $118M −9,788 +$5.6M
FCNCA, First Citizens 2.54%, was 2.42% Add +0.6% 44,353 $2,081 $92M +285 +$9.2M
SIRI, Sirius XM 2.38% Reduce −0.5% 2,927,799 $29.54 $86M −14,796 +$19M
LKQ 1.37%, was 1.64% Reduce −1.6% 1,886,416 $26.33 $50M −30,690 −$6.6M
AMZN, Amazon 1.35%, was 1.24% Add +1.0% 206,057 $238.34 $49M +1,970 +$6.6M
CMPR, Cimpress 1.32%, was 1.00% Add +0.2% 472,485 $101.70 $48M +1,019 +$14M
DIS, Disney 1.19% Add +2.7% 450,174 $96.25 $43M +11,641 +$1.1M
HSY, Hershey 0.99% Add +6.7% 205,272 $175.45 $36M +12,962 −$4M
JEF, Jefferies 0.94%, was 0.82% Add +0.8% 685,910 $49.98 $34M +5,739 +$6.2M
BRK.A, Berkshire Hathaway 0.58%, was 0.61% Reduce −3.4% 28 $748,850 $21M −1 +$142K
W, Wayfair 0.43%, was 0.37% Add +0.6% 169,025 $92.42 $16M +1,077 +$3M
AAPL, Apple 0.19%, was 0.17% Add +1.6% 23,439 $289.36 $6.8M +366 +$927K
BH.A, Biglari 0.09% Reduce −1.0% 1,562 $2,105 $3.3M −16 +$538K
FRFHF, Fairfax Financial 0.09%, was 0.01% Add +803.7% 1,979 $1,644 $3.3M +1,760 +$2.9M
MSFT, Microsoft 0.06% Add +2.5% 6,229 $373.02 $2.3M +150 +$73K
CAT, Caterpillar 0.05% Hold 1,717 $1,065 $1.8M — —
AMGN, Amgen 0.04% Hold 3,885 $362.12 $1.4M — —
GOOGL, Alphabet Class A 0.04% Hold 3,683 $357.41 $1.3M — —
GLW, Corning 0.04% Hold 5,050 $255.43 $1.3M — —
GS, Goldman Sachs 0.03% Hold 1,230 $1,011 $1.2M — —
GE, GE Aerospace 0.03% Hold 2,990 $373.73 $1.1M — —
GEV, GE Vernova 0.03% Hold 901 $1,175 $1.1M — —
TRUP, Trupanion 0.03% Reduce −1.5% 40,075 $24.77 $993K −620 −$50K
TSLA, Tesla 0.03% Reduce −6.0% 2,350 $420.60 $988K −150 +$59K
XT 0.02% Hold 8,800 $82.63 $727K — —
SPY, SPDR S&P 500 ETF Trust 0.02% Hold 965 $746.77 $721K — —
BAC, Bank of America 0.02% Add 0.0% 12,038 $56.98 $686K +6 +$99K
RTX 0.02% Hold 3,489 $189.73 $662K — —
NVDA, Nvidia 0.02%, was 0.01% Add +45.3% 3,077 $200.09 $616K +960 +$246K
BAM, Brookfield Asset Management 0.02% Add +1.4% 13,129 $44.85 $589K +175 +$13K
UNH, UnitedHealth Group 0.01% Reduce −8.9% 1,122 $415.63 $466K −110 +$133K
Biglari 0.01% Hold 967 $426.03 $412K — —
FAST, Fastenal 0.01% Hold 7,920 $48.03 $380K — —
WFC, Wells Fargo 0.01% Add +1.6% 4,483 $82.64 $370K +70 +$19K
UBER, Uber 0.01% Add +0.1% 4,865 $72.16 $351K +5 +$1K
SCHG, Schwab US Large Cap Growth 0.01% Hold 9,800 $33.84 $332K — —
JPM, JPMorgan Chase 0.01% Add +0.1% 957 $327.36 $313K +1 +$32K
BA, Boeing 0.01% Hold 1,445 $216.47 $313K — —
FDX, FedEx 0.01% Reduce −3.2% 961 $313.13 $301K −32 −$53K
ITW, Illinois Tool Works 0.01% Hold 1,100 $270.47 $298K — —
DGX, Quest Diagnostics 0.01% Hold 1,300 $211.95 $276K — —
CFG, Citizens Financial Group 0.01% Hold 3,800 $70.07 $266K — —
FCX, Freeport-McMoRan 0.01% New 3,881 $62.89 $244K +3,881 +$244K
HBM, Hudbay Minerals 0.01% New 9,940 $23.61 $235K +9,940 +$235K
LRCX, Lam Research 0.01% New 500 $433.33 $217K +500 +$217K
TGB, Taseko Mines 0.01% New 31,350 $6.88 $216K +31,350 +$216K

Showing top 50 of 52 by value

Exits / last held

Gone since 2026 Q1, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
COP, ConocoPhillips 0.01% Exit 0 $131.81 $334K −2,534 −$334K
VZ, Verizon 0.01% Exit 0 $50.21 $241K −4,800 −$241K

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

20 periods, with AUM normalized

Newest 13Fs
Period Holds AUM QoQ Form Filed Filing ID
2026 Q2 53 $3.8B — new holds 8/5/2026 000103281426000006
2026 Q2 17 $3.7B — new holds 8/5/2026 000103281426000007
2026 Q2 53 $3.6B +5.8% 13F-HR 8/3/2026 000103281426000005
2026 Q1 50 $3.4B 0.0% 13F-HR 5/4/2026 000103281426000004
2025 Q4 51 $3.4B +13.3% 13F-HR 2/6/2026 000103281426000001
2025 Q3 51 $3B +2.6% 13F-HR 11/6/2025 000103281425000007
2025 Q2 50 $3B −13.7% 13F-HR 7/25/2025 000103281425000005
2025 Q1 51 $3.4B +2.1% 13F-HR 5/2/2025 000103281425000003
2024 Q4 54 $3.4B +3.3% 13F-HR 1/30/2025 000103281425000002
2024 Q3 51 $3.2B +7.5% 13F-HR 11/6/2024 000103281424000011
2024 Q2 50 $3B −0.7% 13F-HR 7/25/2024 000103281424000008
2024 Q1 50 $3B +11.7% 13F-HR 4/19/2024 000103281424000007
2023 Q4 46 $2.7B +4.6% 13F-HR 1/31/2024 000103281424000001
2023 Q3 46 $2.6B — RESTATEMENT 1/31/2024 000103281424000004
2023 Q3 46 $2.6B +3.1% 13F-HR 11/3/2023 000103281423000005
2023 Q2 41 $2.5B — RESTATEMENT 1/31/2024 000103281424000003
2023 Q2 41 $2.5B +12.7% 13F-HR 8/10/2023 000103281423000004
2023 Q1 40 $2.2B — RESTATEMENT 1/31/2024 000103281424000002
2023 Q1 42 $2.2B +7.9% 13F-HR 5/17/2023 000103281423000003
2022 Q4 39 $2.1B — RESTATEMENT 1/31/2024 000103281424000005
2022 Q4 39 $2.1B +10.6% 13F-HR 2/6/2023 000103281423000001
2022 Q3 40 $1.9B −6.2% 13F-HR 11/2/2022 000103281422000005
2022 Q2 42 $2B −22.0% 13F-HR 7/28/2022 000103281422000004
2022 Q1 46 $2.6B +7.5% 13F-HR 5/9/2022 000103281422000003
2021 Q4 47 $2.4B +10.9% 13F-HR 2/4/2022 000103281422000001
2021 Q3 49 $2.2B — 13F-HR 11/9/2021 000103281421000005

About

Check Capital Management Inc.

26 processed 13Fs on this site, 2021 Q3 to 2026 Q2

Notable person
Steven Check
SEC filing name
CHECK CAPITAL MANAGEMENT INC/CA
Location
Costa Mesa, CA
All SEC filings
View on sec.gov