Manager activity
Steven Check
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/4/2026 · full comparison · all filings
Add · 17
Reduce · 15
Exit · 1
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Add | Berkshire Hathaway call | +275,700 | +7.9% | +1.46 pp | 5/4/2026 |
| Add | Amazon | +200,606 | +5762.9% | +1.21 pp | 5/4/2026 |
| Reduce | Brookfield Corp. | -9,030 | -0.2% | -0.70 pp | 5/4/2026 |
| Add | Berkshire Hathaway | +5,882 | +0.5% | -0.67 pp | 5/4/2026 |
| Reduce | Alphabet | -13,214 | -1.9% | -0.66 pp | 5/4/2026 |
| Reduce | Markel | -427 | -0.6% | -0.55 pp | 5/4/2026 |
| Add | Sirius XM | +59,095 | +2.0% | +0.30 pp | 5/4/2026 |
| Add | LKQ Corp | +358,625 | +23.0% | +0.27 pp | 5/4/2026 |
| Add | First Citizens | +1,280 | +3.0% | -0.25 pp | 5/4/2026 |
| Add | Disney (Walt) | +1,892 | +0.4% | -0.22 pp | 5/4/2026 |
| Add | Cimpress | +64,860 | +16.0% | +0.21 pp | 5/4/2026 |
| Reduce | AerCap Holdings | -9,707 | -1.2% | -0.20 pp | 5/4/2026 |
| Add | Hershey Foods | +1,621 | +0.9% | +0.15 pp | 5/4/2026 |
| Add | Wayfair | +756 | +0.5% | -0.12 pp | 5/4/2026 |
| Reduce | Bank of America | -67,705 | -84.9% | -0.11 pp | 5/4/2026 |
| Reduce | Biglari Cl A | -622 | -28.3% | -0.03 pp | 5/4/2026 |
| Reduce | Apple | -2,322 | -9.1% | -0.03 pp | 5/4/2026 |
| Reduce | Microsoft | -47 | -0.8% | -0.02 pp | 5/4/2026 |
| Reduce | Trupanion Inc. | -85 | -0.2% | -0.01 pp | 5/4/2026 |
| Reduce | FedEx | -1,244 | -55.6% | -0.01 pp | 5/4/2026 |
| Exit | Meta Platforms Inc. | -336 | Exit | -0.01 pp | 5/4/2026 |
| Reduce | General Electric | -250 | -7.7% | 0.00 pp | 5/4/2026 |
| Reduce | GE Vernova | -87 | -8.8% | 0.00 pp | 5/4/2026 |
| Reduce | Biglari Holdings | -373 | -27.8% | 0.00 pp | 5/4/2026 |
| Reduce | Wells Fargo | -625 | -12.4% | 0.00 pp | 5/4/2026 |
| Add | Fairfax Finl Hldgs | +86 | +64.7% | 0.00 pp | 5/4/2026 |
| Add | UnitedHealth | +513 | +71.3% | 0.00 pp | 5/4/2026 |
| Add | Brookfield Asset Management | +168 | +1.3% | 0.00 pp | 5/4/2026 |
| Add | Alphabet Class A | +60 | +1.7% | 0.00 pp | 5/4/2026 |
| Add | Jefferies | +227,684 | +50.3% | 0.00 pp | 5/4/2026 |
| Add | JPMorgan Chase | +1 | +0.1% | 0.00 pp | 5/4/2026 |
| Add | Boeing Co | +200 | +16.1% | 0.00 pp | 5/4/2026 |
| Reduce | Verizon | -1,060 | -18.1% | 0.00 pp | 5/4/2026 |