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Focused investors/Steven Check

Steven Check - Check Capital Management

As of Q2 2026, Steven Check reported 16 long-equity positions worth $1.74B in aggregate.

It also disclosed $2.01B of call notional. Notional is the contracts’ face value, not the premium paid, so it is reported separately from the equity above — see the Options section below.

Copy-investor backtest

Latest quarter
+5.84%
1-year
+13.99%
3-year
+79.29%
5-year
+57.77%
3-year vs S&P 500
-26.05%
5-year vs S&P 500
-16.34%
5-year top 5
+86.77%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-08-13 from SEC 13F data.

Live quotes available for 51 of 55 rows. Rows without a quote are marked unavailable.

1BRK-BBerkshire Hathaway31.67%Add +1.0%1,119,075$559.97M$500.3952w: $455.19 - $516.85; reported $500.39
2GOOGAlphabet13.34%Reduce -3.3%667,772$235.94M$353.3352w: $173.88 - $404.47; reported $353.33
3BNBrookfield Corp.10.62%Add +0.7%4,409,171$187.79M$42.5952w: $37.93 - $49.57; reported $42.59
4MKLMarkel8.75%Add +3.0%79,209$154.7M$1953.0152w: $1719.41 - $2207.59; reported $1953.01
5AERAerCap Holdings6.66%Reduce -1.2%807,867$117.77M$145.7852w: $105.65 - $154.94; reported $145.78
6FCNCAFirst Citizens5.22%Add +0.7%44,355$92.29M$2080.7852w: $1623.76 - $2232.21; reported $2080.78
7SIRISirius XM4.89%Reduce -0.5%2,927,799$86.49M$29.5452w: $19.77 - $30.11; reported $29.54
8LKQLKQ Corp2.81%Reduce -1.6%1,886,416$49.67M$26.3352w: $23.98 - $39.77; reported $26.33
9AMZNAmazon2.78%Add +1.0%206,057$49.11M$238.3452w: $196.00 - $278.56; reported $238.34
10-CimpressCUSIP 0452902552.72%Add +0.2%472,485$48.05MNo quoteNo quote
11DISDisney (Walt)2.45%Add +2.6%450,174$43.33M$96.2552w: $92.19 - $124.61; reported $96.25
12HSYHershey Foods2.04%Add +6.7%205,272$36.02M$175.4552w: $160.07 - $239.48; reported $175.45
13JEFJefferies1.94%Add +0.8%685,910$34.28M$49.9852w: $35.53 - $71.04; reported $49.98
14BRK-ABerkshire Hathaway 'A'1.19%Reduce -3.5%28$20.97M$748850.0052w: $685150.00 - $775000.00; reported $748850.00
15WWayfair0.88%Add +0.6%169,025$15.62M$92.4252w: $50.41 - $119.98; reported $92.42
16AAPLApple0.38%Add +1.6%23,439$6.78M$289.3652w: $201.50 - $316.94; reported $289.36
17BHABiglari Cl A0.19%Reduce -1.0%1,562$3.29MNo quoteNo quote
18FRFHFFairfax Finl Hldgs0.18%Add +803.6%1,979$3.25M$1644.2252w: $1500.00 - $1949.00; reported $1644.22
19MSFTMicrosoft0.13%Add +2.5%6,229$2.32M$373.0252w: $349.20 - $555.45; reported $373.02
20CATCaterpillar Tractor0.10%-1,717$1.83M$1064.9052w: $384.25 - $1073.46; reported $1064.90
21AMGNAmgen0.08%-3,885$1.41M$362.1252w: $269.77 - $391.29; reported $362.12
22GOOGLAlphabet Class A0.07%-3,683$1.32M$357.4152w: $172.77 - $408.61; reported $357.41
23GLWCorning0.07%-5,050$1.29M$255.4352w: $51.32 - $271.78; reported $255.43
24GSGoldman Sachs0.07%-1,230$1.24M$1011.3752w: $691.30 - $1124.99; reported $1011.37
25GEGeneral Electric0.06%-2,990$1.12M$373.7352w: $243.34 - $379.67; reported $373.73
26GEVGE Vernova0.06%-901$1.06M$1174.8652w: $482.20 - $1181.95; reported $1174.86
27TRUPTrupanion Inc.0.06%Reduce -1.5%40,075$992.66K$24.7752w: $21.16 - $57.00; reported $24.77
28TSLATesla Motors0.06%Reduce -6.0%2,350$988.41K$420.6052w: $288.77 - $498.83; reported $420.60
29XTIShares Exponential Technologi0.04%-8,800$727.14K$82.63No quote
30SPYSPDR S&P 5000.04%-965$720.63K$746.7752w: $615.52 - $760.38; reported $746.77
31BACBank of America0.04%Add +0.1%12,038$685.91K$56.9852w: $44.75 - $59.20; reported $56.98
32RTXRaytheon Technologies0.04%-3,489$661.97K$189.7352w: $142.66 - $214.50; reported $189.73
33NVDANvidia0.03%Add +45.4%3,077$615.68K$200.0952w: $151.49 - $236.54; reported $200.09
34BAMBrookfield Asset Management0.03%Add +1.4%13,129$588.84K$44.8552w: $42.20 - $64.10; reported $44.85
35UNHUnitedHealth0.03%Reduce -8.9%1,122$466.34K$415.6352w: $234.60 - $427.81; reported $415.63
36BHBiglari Holdings0.02%-967$411.97K$426.03No quote
37FASTFastenal0.02%-7,920$380.4K$48.0352w: $38.97 - $50.63; reported $48.03
38WFCWells Fargo0.02%Add +1.6%4,483$370.48K$82.6452w: $72.78 - $97.76; reported $82.64
39UBERUber0.02%Add +0.1%4,865$351.06K$72.1652w: $67.19 - $101.99; reported $72.16
40SCHGSchwab US Large Cap Growth0.02%-9,800$331.63K$33.84No quote
41JPMJPMorgan Chase0.02%Add +0.1%957$313.28K$327.3652w: $279.10 - $343.45; reported $327.36
42BABoeing Co0.02%-1,445$312.8K$216.4752w: $176.77 - $254.35; reported $216.47
43FDXFedEx0.02%Reduce -22.0%1.241:1 split961$300.92K$313.1352w: $174.13 - $413.87; reported $313.13
44ITWIllinois Tool Works0.02%-1,100$297.52K$270.4752w: $238.82 - $303.16; reported $270.47
45DGXQuest Diagnostics0.02%-1,300$275.54K$211.9552w: $164.65 - $214.21; reported $211.95
46CFGCitizens Financial Group0.02%-3,800$266.27K$70.0752w: $44.64 - $71.20; reported $70.07
47FCXFreeport Mcmoran Copper0.01%New3,881$244.08K$62.8952w: $35.15 - $72.28; reported $62.89
48HBMHudbay Minerals0.01%New9,940$234.68K$23.6152w: $8.93 - $32.15; reported $23.61
49LRCXLam Research0.01%New500$216.67K$433.3352w: $90.94 - $438.50; reported $433.33
50TGBTaseko Mines0.01%New31,350$215.69K$6.88No quote
51CVXChevron0.01%Reduce -7.4%1,250$207.2K$165.7652w: $142.51 - $214.71; reported $165.76
52SCHASchwab US Small Cap ETF0.01%New5,600$202.33K$36.13No quote
54VZVerizon-Sold0$0No quoteNo quote
53COPConocophillips-Sold0$0No quoteNo quote

Options positions

Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.

1BRK-BBerkshire HathawayCOMCALLAdd +6.1%4,017,400$2.01B