Featured 13F manager
Steginsky Capital LLC Andrew Steginsky
Port Washington, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $666M
- 8 Positions
- 2026 Q2
- +10.1% QoQ
- Top 5 93.3%
Andrew Steginsky files Steginsky Capital LLC as a Form 13F. The latest book is 2026 Q2 at $666M, up 10.1% QoQ, led by Alphabet, Costco Wholesale, and Markel.
Portfolio
top 5 93.3% · top 10 100.0%
- GOOG - Alphabet 36.6%
- COST - Costco Wholesale 19.0%
- MKL - Markel 13.3%
- FAST - Fastenal 12.4%
- MLM - Martin Marietta Matls 12.0%
- BRK.B - Berkshire Hathaway · CL B 5.6%
- GOOGL - Alphabet · CL A 0.7%
- BRK.A - Berkshire Hathaway · CL A 0.4%
AUM over time
Book
| GOOG - Alphabet | 35.56% | Reduce −1.2% | 672,412 | $313.80 | $211M | −8,176 | +$45M |
| COST - Costco Wholesale | 19.21% | Add +5.5% | 132,195 | $862.34 | $114M | +6,942 | −$2M |
| MKL - Markel | 14.85% | Add +2.2% | 40,990 | $2,150 | $88M | +900 | +$11M |
| MLM - Martin Marietta Matls | 12.55% | Reduce 0.0% | 119,635 | $622.66 | $74M | −18 | −$923K |
| FAST - Fastenal | 10.79% | Add +10.7% | 1,595,087 | $40.13 | $64M | +154,765 | −$7M |
| BRK.B - Berkshire Hathaway · CL B | 5.98% | Add +1.9% | 70,552 | $502.65 | $35M | +1,286 | +$640K |
| GOOGL - Alphabet · CL A | 0.69% | Hold | 13,071 | $312.98 | $4M | — | — |
| BRK.A - Berkshire Hathaway · CL A | 0.38% | Hold | 3 | $754,667 | $2M | — | — |
Filings history
20 periods · normalized AUM · open a 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 on this site · 2021 Q3–2026 Q2