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
- +5.90%
- 1-year
- +14.27%
- 3-year
- +80.48%
- 5-year
- +54.10%
- 3-year vs S&P 500
- -24.87%
- 5-year vs S&P 500
- -20.01%
- 5-year top 5
- +80.32%
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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Live quotes available for 39 of 51 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway | 35.28% | Add +8.7% | 1,862,595 | $167.08M | $89.70 | No quote |
| 2 | WFC | Wells Fargo | 10.78% | Add +20.2% | 1,493,140 | $51.04M | $34.18 | No quote |
| 3 | IBM | IBM | 7.00% | New | 172,962 | $33.13M | $191.55 | No quote |
| 4 | AFL | Aflac | 5.39% | Add +8.3% | 480,181 | $25.51M | $53.12 | No quote |
| 5 | WMT | Wal-Mart | 5.35% | Add +26.5% | 371,004 | $25.31M | $68.23 | No quote |
| 6 | MCD | McDonald's | 3.51% | Add +75.0% | 188,266 | $16.61M | $88.21 | No quote |
| 7 | FI | Fiserv | 3.09% | Add +2.1% | 185,074 | $14.63M | No quote | No quote |
| 8 | PG | Procter & Gamble | 2.85% | Reduce -16.0% | 198,462 | $13.47M | $67.89 | No quote |
| 9 | JNJ | Johnson & Johnson | 2.74% | Reduce -42.5% | 185,148 | $12.98M | $70.10 | No quote |
| 10 | MSFT | Microsoft | 2.58% | Reduce -1.7% | 458,195 | $12.24M | $26.71 | No quote |
| 11 | PEP | Pepsico | 2.52% | Reduce -22.8% | 174,691 | $11.95M | $68.43 | No quote |
| 12 | ORCL | Oracle Systems | 2.52% | Add +8.4% | 358,570 | $11.95M | $33.32 | No quote |
| 13 | ABT | Abbott Labs | 2.21% | Reduce -3.3% | 159,733 | $10.46M | $65.50 | No quote |
| 14 | OMC | Omnicom | 2.00% | Reduce -0.6% | 189,546 | $9.47M | $49.96 | No quote |
| 15 | ACN | Accenture | 1.89% | Reduce -1.8% | 134,717 | $8.96M | $66.50 | No quote |
| 16 | BDX | Becton Dickinson | 1.65% | Reduce -0.1% | 99,972 | $7.82M | $78.19 | No quote |
| 17 | MDT | Medtronic | 1.58% | Reduce -1.2% | 182,752 | $7.5M | $41.02 | No quote |
| 18 | BRK-A | Berkshire Hathaway 'A' | 1.44% | Add +2.0% | 51 | $6.84M | $134058.82 | No quote |
| 19 | MMM | 3M | 1.17% | Reduce -3.6% | 59,494 | $5.52M | $92.85 | No quote |
| 20 | DTV | DirecTV | 1.00% | New | 94,870 | $4.76M | No quote | No quote |
| 21 | STJ | St. Jude Medical | 0.95% | Reduce -0.9% | 124,638 | $4.5M | No quote | No quote |
| 22 | SYK | Stryker | 0.47% | Reduce -6.4% | 40,257 | $2.21M | $54.82 | No quote |
| 23 | AAPL | Apple | 0.26% | Add +165.4% | 2,312 | $1.23M | $532.01 | No quote |
| 24 | GD | General Dynamics | 0.23% | Reduce -0.5% | 15,779 | $1.09M | $69.27 | No quote |
| 25 | KO | Coca-Cola | 0.15% | Add +11.2% | 19,700 | $714K | $36.24 | No quote |
| 26 | GOOGL | 0.13% | Reduce -92.6% | 837 | $592K | $707.29 | No quote | |
| 27 | COP | Conocophillips | 0.10% | - | 8,070 | $468K | $57.99 | No quote |
| 28 | WAG | Walgreen | 0.10% | Reduce -94.2% | 12,530 | $464K | No quote | No quote |
| 29 | LUK | Leucadia National | 0.08% | Reduce -24.6% | 16,833 | $400K | No quote | No quote |
| 30 | BA | Boeing Co | 0.08% | Reduce -1.0% | 5,175 | $390K | $75.36 | No quote |
| 31 | GLW | Corning | 0.07% | Add +11.1% | 27,727 | $350K | $12.62 | No quote |
| 32 | INTC | Intel | 0.07% | New | 15,379 | $317K | $20.61 | No quote |
| 33 | SDS | Proshs Ultrashrt S&p500 Prosha | 0.06% | New | 5,675 | $307K | No quote | No quote |
| 34 | LEG | Leggett & Platt | 0.06% | New | 10,264 | $279K | No quote | No quote |
| 35 | L | Loews | 0.06% | Add +1.5% | 6,811 | $278K | $40.82 | No quote |
| 36 | MKL | Markel | 0.06% | New | 609 | $264K | $433.50 | No quote |
| 37 | GE | General Electric | 0.06% | Add +23.9% | 12,460 | $262K | $21.03 | No quote |
| 38 | TRV | Travelers Companies | 0.05% | New | 3,603 | $259K | $71.88 | No quote |
| 39 | CSCO | Cisco Systems | 0.05% | Add +6.2% | 12,950 | $254K | $19.61 | No quote |
| 40 | HES | Hess Corp | 0.05% | Add +1.8% | 4,556 | $241K | No quote | No quote |
| 41 | UNH | UnitedHealth | 0.05% | Reduce -17.3% | 4,300 | $233K | $54.19 | No quote |
| 42 | HAL | Halliburton | 0.05% | New | 6,651 | $231K | $34.73 | No quote |
| 43 | T | AT&T | 0.05% | Reduce -38.0% | 6,500 | $219K | $33.69 | No quote |
| 44 | CAT | Caterpillar Tractor | 0.04% | Reduce -22.9% | 2,360 | $211K | $89.41 | No quote |
| 45 | SLF | Sun Life Financial | 0.04% | New | 7,865 | $209K | $26.57 | No quote |
| 46 | F | Ford Motor | 0.03% | Add +9.0% | 12,150 | $157K | $12.92 | No quote |
| 47 | SUNEQ | Sunedison | 0.02% | Add +31.3% | 27,732 | $89K | No quote | No quote |
| 48 | SMSI | Smith Micro Software | 0.02% | Add +24.3% | 57,596 | $86K | No quote | No quote |
| 49 | NEOMD | Neomedia Techs | 0.00% | - | 631,000 | $2K | No quote | No 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.