Steginsky Capital LLC
Andrew Steginsky Port Washington, NY 20 13Fs · since 2021 Q3
- AUM $666M
- positions 8
- period 2026 Q2
- QoQ +10.1%
- top 5 93.3%
- qoq A 4 R 2
AUM over time
Holdings value
Latest book
| ALPHABET INC CAP STKCL C - GOOG | 36.56% | Add +0.8% | 689,320 | $353.33 | $244M | +5,178 | +$47M |
| COSTCO WHOLESALE CORP - COST | 18.99% | Reduce −0.1% | 135,271 | $935.47 | $127M | −160 | −$8M |
| MARKEL CORP - MKL | 13.31% | Add +5.9% | 45,406 | $1,953 | $89M | +2,542 | +$7M |
| FASTENAL CO - FAST | 12.39% | Add +4.9% | 1,719,217 | $48.03 | $83M | +80,457 | +$7M |
| MARTIN MARIETTA MATLS INC - MLM | 11.99% | Add +7.9% | 138,549 | $576.70 | $80M | +10,199 | +$4M |
| BERKSHIRE HATHAWAY INC DEL CL B NEW - BRK.B | 5.59% | Reduce −0.2% | 74,430 | $500.39 | $37M | −172 | +$1M |
| ALPHABET INC CL A - GOOGL | 0.71% | Add +1.8% | 13,327 | $357.39 | $5M | +236 | +$998 |
| BERKSHIRE HATHAWAY INC CL A - BRK.A | 0.45% | Add +300.0% | 4 | $748,750 | $3M | +3 | +$2M |
* 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 column headers to sort · click New / Exit / Add / Reduce to promote that move type to the top. Among managers we track.
filings history
20 periods · normalized AUM · click period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 8 | $666M | +10.1% | 13F-HR | 7/9/2026 | 000112004826000003 |
| 2026 Q1 | 8 | $605M | +2.0% | 13F-HR | 5/4/2026 | 000112004826000002 |
| 2025 Q4 | 8 | $593M | +8.8% | 13F-HR | 2/5/2026 | 000112004826000001 |
| 2025 Q3 | 8 | $545M | +11.5% | 13F-HR | 11/13/2025 | 000112004825000005 |
| 2025 Q2 | 8 | $489M | +9.4% | 13F-HR | 8/12/2025 | 000112004825000003 |
| 2025 Q1 | 7 | $447M | −4.3% | 13F-HR | 5/15/2025 | 000112004825000002 |
| 2024 Q4 | 7 | $467M | +5.9% | 13F-HR | 2/11/2025 | 000112004825000001 |
| 2024 Q3 | 7 | $441M | +1.4% | 13F-HR | 11/12/2024 | 000112004824000005 |
| 2024 Q2 | 7 | $435M | +4.8% | 13F-HR | 8/14/2024 | 000112004824000004 |
| 2024 Q1 | 7 | $415M | +14.3% | 13F-HR | 5/13/2024 | 000112004824000002 |
| 2023 Q4 | 7 | $363M | +11.7% | 13F-HR | 2/14/2024 | 000112004824000001 |
| 2023 Q3 | 7 | $325M | +1.6% | 13F-HR | 11/14/2023 | 000112004823000004 |
| 2023 Q2 | 7 | $320M | +14.3% | 13F-HR | 7/13/2023 | 000112004823000003 |
| 2023 Q1 | 7 | $280M | +3.3% | 13F-HR | 5/12/2023 | 000112004823000002 |
| 2022 Q4 | 7 | $271M | +3.0% | 13F-HR | 1/31/2023 | 000112004823000001 |
| 2022 Q3 | 7 | $263M | −6.1% | 13F-HR | 11/14/2022 | 000112004822000004 |
| 2022 Q2 | 7 | $280M | −13.8% | 13F-HR | 7/26/2022 | 000112004822000003 |
| 2022 Q1 | 7 | $325M | +6.6% | 13F-HR | 5/13/2022 | 000112004822000002 |
| 2021 Q4 | 7 | $305M | +14.7% | 13F-HR | 2/10/2022 | 000112004822000001 |
| 2021 Q3 | 8 | $266M | — | 13F-HR | 11/12/2021 | 000112004821000004 |
About
Steginsky Capital LLC
20 processed 13Fs · since 2021 Q3