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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

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

Book

2026 Q1 2025 Q4, filed 4 May, long equity only

Download CSV Download Excel All activity
BRK.B, Berkshire Hathaway 15.46% Add +0.5% 1,108,390 $479.20 $531M +5,882 −$23M
GOOGL, Alphabet 5.76%, was 6.42% Reduce −1.9% 690,399 $286.86 $198M −13,214 −$23M
BN, Brookfield Corporation 5.16%, was 5.86% Reduce −0.2% 4,379,938 $40.47 $177M −9,030 −$24M
MKL, Markel Group 4.28%, was 4.84% Reduce −0.6% 76,886 $1,914 $147M −427 −$19M
AER, AerCap 3.26%, was 3.46% Reduce −1.2% 817,655 $137.18 $112M −9,707 −$6.8M
FCNCA, First Citizens 2.42% Add +3.0% 44,068 $1,885 $83M +1,280 −$8.8M
SIRI, Sirius XM 1.98%, was 1.68% Add +2.0% 2,942,595 $23.08 $68M +59,095 +$10M
LKQ 1.64%, was 1.37% Add +23.0% 1,917,106 $29.37 $56M +358,625 +$9.2M
AMZN, Amazon 1.24%, was 0.02% Add +5762.9% 204,087 $208.27 $43M +200,606 +$42M
DIS, Disney 1.23% Add +0.4% 438,533 $96.38 $42M +1,892 −$7.4M
HSY, Hershey 1.16%, was 1.01% Add +0.9% 192,310 $207.89 $40M +1,621 +$5.3M
CMPR, Cimpress 1.00%, was 0.79% Add +16.0% 471,466 $73.00 $34M +64,860 +$7.3M
JEF, Jefferies 0.82% Add +50.3% 680,171 $41.27 $28M +227,684 +$30K
BRK.A, Berkshire Hathaway 0.61% Hold 29 $718,140 $21M — —
W, Wayfair 0.37% Add +0.5% 167,948 $75.21 $13M +756 −$4.2M
AAPL, Apple 0.17%, was 0.20% Reduce −9.1% 23,073 $253.79 $5.9M −2,322 −$1M
BH.A, Biglari 0.08%, was 0.11% Reduce −28.3% 1,578 $1,743 $2.7M −622 −$1.1M
MSFT, Microsoft 0.07%, was 0.09% Reduce −0.8% 6,079 $370.16 $2.3M −47 −$712K
AMGN, Amgen 0.04% Hold 3,885 $351.85 $1.4M — —
CAT, Caterpillar 0.04% Hold 1,717 $708.46 $1.2M — —
GOOGL, Alphabet Class A 0.03% Add +1.7% 3,683 $287.59 $1.1M +60 −$75K
TRUP, Trupanion 0.03%, was 0.04% Reduce −0.2% 40,695 $25.61 $1M −85 −$482K
GS, Goldman Sachs 0.03% Hold 1,230 $845.99 $1M — —
TSLA, Tesla 0.03% Hold 2,500 $371.75 $929K — —
GE, GE Aerospace 0.02%, was 0.03% Reduce −7.7% 2,990 $283.77 $848K −250 −$150K
GEV, GE Vernova 0.02% Reduce −8.8% 901 $872.90 $786K −87 +$141K
GLW, Corning 0.02% Hold 5,050 $135.97 $687K — —
RTX 0.02% Hold 3,489 $192.90 $673K — —
SPY, SPDR S&P 500 ETF Trust 0.02% Hold 965 $650.34 $628K — —
XT 0.02% Hold 8,800 $68.15 $600K — —
BAC, Bank of America 0.02%, was 0.13% Reduce −84.9% 12,032 $48.75 $587K −67,705 −$3.8M
BAM, Brookfield Asset Management 0.02% Add +1.3% 12,954 $44.45 $576K +168 −$94K
FRFHF, Fairfax Financial 0.01% Add +64.7% 219 $1,698 $372K +86 +$118K
NVDA, Nvidia 0.01% Hold 2,117 $174.40 $369K — —
FAST, Fastenal 0.01% Hold 7,920 $46.40 $367K — —
FDX, FedEx 0.01%, was 0.02% Reduce −55.6% 993 $356.18 $354K −1,244 −$292K
WFC, Wells Fargo 0.01% Reduce −12.4% 4,413 $79.61 $351K −625 −$118K
UBER, Uber 0.01% Hold 4,860 $71.93 $350K — —
COP, ConocoPhillips 0.01% Hold 2,534 $132.00 $334K — —
UNH, UnitedHealth Group 0.01% Add +71.3% 1,232 $270.59 $333K +513 +$96K
Biglari 0.01% Reduce −27.8% 967 $329.59 $319K −373 −$127K
BA, Boeing 0.01% Add +16.1% 1,445 $199.03 $288K +200 +$17K
ITW, Illinois Tool Works 0.01% Hold 1,100 $260.29 $286K — —
SCHG, Schwab US Large Cap Growth 0.01% Hold 9,800 $29.13 $285K — —
JPM, JPMorgan Chase 0.01% Add +0.1% 956 $294.17 $281K +1 −$26K
CVX, Chevron 0.01% Hold 1,350 $206.90 $279K — —
DGX, Quest Diagnostics 0.01% Hold 1,300 $195.98 $255K — —
VZ, Verizon 0.01% Reduce −18.1% 4,800 $50.20 $241K −1,060 +$2K
CFG, Citizens Financial Group 0.01% Hold 3,800 $59.97 $228K — —

Exits / last held

Gone since 2025 Q4, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
META, Meta Platforms 0.01% Exit 0 $660.71 $222K −336 −$222K

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 2025 Q4. 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