Follow-The-Filings

Featured 13F manager

Check Capital Management Inc. Steven Check

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

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

Options-heavy 13F

2026 Q2 · filed 8/3/2026 · 52 long · top 12 shown

long equity 44.7% of 13F · equity $1.6B

13F reported value includes option notionals

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

Book

2023 Q3 2023 Q2 · filed 3 Nov · long equity

BRK.B - Berkshire Hathaway 18.49% Add +1.1% 1,374,701 $350.30 $482M +14,479 +$18M
MKL - Markel 4.09% Add +0.5% 72,381 $1,472 $107M +382 +$7M
GOOGL - Alphabet 3.90% Reduce −0.7% 770,724 $131.85 $102M −5,159 +$8M
BN - Brookfield 3.65% Add +0.8% 3,038,329 $31.27 $95M +25,606 −$6M
SU - Suncor 2.36% Reduce −1.7% 1,784,211 $34.38 $61M −31,749 +$8M
LKQ - LKQ Corp 2.26% Reduce −0.6% 1,187,231 $49.51 $59M −6,778 −$11M
AER - AerCap 2.14% Add +6.7% 889,295 $62.67 $56M +55,485 +$3M
FDX - FedEx 1.95% Reduce −3.5% 191,823 $264.92 $51M −7,036 +$2M
KMX - CarMax 1.67% Reduce −1.4% 614,059 $70.73 $43M −8,765 −$9M
FCNCA - First Citizens 1.05% Add +94.3% 19,799 $1,380 $27M +9,611 +$14M
CMPR - Cimpress 0.99% Reduce −3.5% 366,386 $70.01 $26M −13,434 +$3M
BRK.A - Berkshire Hathaway 0.82% Reduce −13.0% 40 $531,475 $21M −6 −$3M
DGX - Quest Diagnostics 0.79% Reduce −5.8% 167,730 $121.86 $20M −10,356 −$5M
W - Wayfair 0.37% Reduce −2.9% 157,781 $60.57 $10M −4,732 −$1M
AAPL - Apple 0.22% Reduce −0.1% 34,055 $171.22 $6M −25 −$779K
BAC - Bank of America 0.17% Add +0.1% 158,054 $27.38 $4M +168 −$202K
DIS - Disney (Walt) 0.11% Reduce −2.8% 35,439 $81.04 $3M −1,030 −$384K
BH.A - Biglari · CL A 0.07% Add +0.7% 2,359 $794.83 $2M +17 −$350K
BAM — 0.07% Add +0.3% 56,122 $33.34 $2M +187 +$46K
MSFT - Microsoft 0.07% Add +1.1% 5,869 $315.73 $2M +65 −$123K
AMGN - Amgen 0.04% Hold 3,720 $268.82 $1M
TRUP - Trupanion 0.02% Add +32.1% 22,925 $28.18 $646K +5,575 +$305K
TSLA - Tesla Motors 0.02% Add +56.9% 2,481 $250.30 $621K +900 +$207K
GOOGL - Alphabet · CLASS A 0.02% Hold 4,082 $130.82 $534K
CAT - Caterpillar 0.02% Hold 1,717 $273.15 $469K
PKG - Karat Packaging 0.02% New 20,000 $23.05 $461K +20,000 +$461K
XT — 0.02% Hold 8,400 $52.26 $439K
COP - Conocophillips 0.02% Hold 3,404 $119.86 $408K
WFC - Wells Fargo 0.02% Reduce −98.7% 9,969 $40.83 $407K −751,961 −$32M
GS - Goldman Sachs 0.02% Hold 1,230 $323.58 $398K
GE - GE Aerospace 0.01% Add +8.5% 3,327 $110.61 $368K +260 +$31K
SPY - Spdr S&P 500 0.01% Hold 816 $427.70 $349K
CDLXEUR - Cardlytics 0.01% Add +71.0% 20,350 $16.51 $336K +8,450 +$261K
AMZN - Amazon 0.01% Hold 2,520 $126.98 $320K
Matson 0.01% New 3,555 $88.61 $315K +3,555 +$315K
VZ - Verizon 0.01% Reduce −11.7% 9,076 $32.39 $294K −1,200 −$88K
CVX - Chevron 0.01% Hold 1,687 $168.35 $284K
FAST - Fastenal 0.01% Reduce −17.6% 5,160 $54.65 $282K −1,100 −$87K
UBER — 0.01% Add +11.5% 5,800 $46.03 $267K +600 +$43K
SRE - Sempra Energy 0.01% Add +100.1% 3,799 $67.91 $258K +1,900 −$19K
ITW - Illinois Tool Works 0.01% Hold 1,100 $230.00 $253K
RTX - Raytheon Technologies 0.01% New 3,489 $71.94 $251K +3,489 +$251K
TMO - Thermo Fisher 0.01% New 432 $506.94 $219K +432 +$219K
TSN - Tyson Foods 0.01% New 4,050 $50.37 $204K +4,050 +$204K
Metro Bank 0.00% Hold 42,500 $0.7059 $30K

* 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 2023 Q2. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings 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

SEC: CHECK CAPITAL MANAGEMENT INC/CA

26 processed 13Fs on this site · 2021 Q3–2026 Q2

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