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 64 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway | 34.87% | Reduce -2.1% | 1,823,445 | $190M | $104.20 | No quote |
| 2 | WFC | Wells Fargo | 12.62% | Add +24.5% | 1,858,436 | $68.74M | $36.99 | No quote |
| 3 | IBM | IBM | 7.46% | Add +10.2% | 190,587 | $40.65M | $213.30 | No quote |
| 4 | WMT | Wal-Mart | 5.79% | Add +13.6% | 421,349 | $31.53M | $74.83 | No quote |
| 5 | AFL | Aflac | 4.93% | Add +7.5% | 516,167 | $26.85M | $52.02 | No quote |
| 6 | MCD | McDonald's | 3.68% | Add +6.8% | 201,077 | $20.05M | $99.69 | No quote |
| 7 | FI | Fiserv | 3.26% | Add +9.3% | 202,349 | $17.78M | No quote | No quote |
| 8 | ORCL | Oracle Systems | 2.19% | Add +2.9% | 369,080 | $11.93M | $32.33 | No quote |
| 9 | MSFT | Microsoft | 2.16% | Reduce -10.3% | 410,924 | $11.75M | $28.60 | No quote |
| 10 | BBBYQ | Bed Bath & Beyond | 2.15% | New | 181,470 | $11.69M | No quote | No quote |
| 11 | DTV | DirecTV | 2.07% | Add +109.8% | 199,050 | $11.26M | No quote | No quote |
| 12 | OMC | Omnicom | 2.01% | Reduce -2.0% | 185,757 | $10.94M | $58.90 | No quote |
| 13 | ACN | Accenture | 1.85% | Reduce -1.4% | 132,892 | $10.1M | $75.97 | No quote |
| 14 | BDX | Becton Dickinson | 1.75% | Reduce -0.1% | 99,917 | $9.55M | $95.61 | No quote |
| 15 | QCOM | Qualcomm | 1.62% | New | 132,137 | $8.85M | $66.94 | No quote |
| 16 | MDT | Medtronic | 1.56% | Reduce -1.0% | 180,867 | $8.49M | $46.96 | No quote |
| 17 | BRK-A | Berkshire Hathaway 'A' | 1.46% | - | 51 | $7.97M | $156274.51 | No quote |
| 18 | PG | Procter & Gamble | 1.09% | Reduce -61.1% | 77,202 | $5.95M | $77.06 | No quote |
| 19 | LH | Lab Corp of America | 1.09% | New | 65,765 | $5.93M | $90.20 | No quote |
| 20 | ABT | Abbott Labs | 1.08% | Add +4.3% | 166,628 | $5.89M | $35.32 | No quote |
| 21 | JNJ | Johnson & Johnson | 0.92% | Reduce -66.8% | 61,524 | $5.02M | $81.53 | No quote |
| 22 | STJ | St. Jude Medical | 0.90% | Reduce -2.6% | 121,403 | $4.91M | No quote | No quote |
| 23 | AXP | American Express | 0.90% | New | 72,445 | $4.89M | $67.46 | No quote |
| 24 | PEP | Pepsico | 0.64% | Reduce -74.9% | 43,889 | $3.47M | $79.11 | No quote |
| 25 | SYK | Stryker | 0.41% | Reduce -15.8% | 33,907 | $2.21M | $65.24 | No quote |
| 26 | AAPL | Apple | 0.23% | Add +24.0% | 2,867 | $1.27M | $442.62 | No quote |
| 27 | KO | Coca-Cola | 0.14% | Reduce -7.1% | 18,300 | $740K | $40.44 | No quote |
| 28 | SH | Proshares Short S&P 500 | 0.10% | New | 17,800 | $546K | No quote | No quote |
| 29 | COP | Conocophillips | 0.10% | Add +12.4% | 9,070 | $545K | $60.09 | No quote |
| 30 | GLW | Corning | 0.08% | Add +16.5% | 32,290 | $430K | $13.32 | No quote |
| 31 | WNR | Western Refining | 0.08% | New | 12,000 | $425K | No quote | No quote |
| 32 | SDS | Proshs Ultrashrt S&p500 Prosha | 0.07% | Add +52.6% | 8,660 | $381K | No quote | No quote |
| 33 | LEG | Leggett & Platt | 0.06% | Add +0.7% | 10,339 | $349K | No quote | No quote |
| 34 | INTC | Intel | 0.06% | Add +3.3% | 15,879 | $347K | $21.85 | No quote |
| 35 | ITW | Illinois Tool Works | 0.06% | New | 5,125 | $312K | $60.88 | No quote |
| 36 | AMGN | Amgen | 0.06% | New | 3,000 | $308K | $102.67 | No quote |
| 37 | TRV | Travelers Companies | 0.06% | Add +0.9% | 3,634 | $306K | $84.20 | No quote |
| 39 | UNH | UnitedHealth | 0.05% | Add +18.6% | 5,100 | $292K | $57.25 | No quote |
| 38 | GE | General Electric | 0.05% | Add +1.3% | 12,620 | $292K | $23.14 | No quote |
| 40 | HAL | Halliburton | 0.05% | Add +1.5% | 6,751 | $273K | $40.44 | No quote |
| 41 | VOD | Vodafone Group New Adr F Spons | 0.05% | New | 8,700 | $247K | No quote | No quote |
| 42 | T | AT&T | 0.04% | - | 6,500 | $238K | $36.62 | No quote |
| 43 | CSCO | Cisco Systems | 0.04% | Reduce -16.8% | 10,775 | $225K | $20.88 | No quote |
| 44 | DUK | Duke Power & Light | 0.04% | New | 2,799 | $203K | No quote | No quote |
| 45 | F | Ford Motor | 0.03% | Add +16.5% | 14,150 | $186K | $13.14 | No quote |
| 46 | NVDA | Nvidia | 0.03% | New | 14,010 | $180K | $12.85 | No quote |
| 47 | SUNEQ | Sunedison | 0.03% | Add +39.6% | 38,728 | $170K | No quote | No quote |
| 48 | SMSI | Smith Micro Software | 0.02% | Add +58.6% | 91,327 | $121K | No quote | No quote |
| 49 | PSTX | Patient Safety Tech | 0.01% | New | 25,770 | $44K | No quote | No quote |
| 61 | WAG | Walgreen | - | Sold | 0 | $0 | No quote | No quote |
| 60 | SLF | Sun Life Financial | - | Sold | 0 | $0 | No quote | No quote |
| 59 | NEOMD | Neomedia Techs | - | Sold | 0 | $0 | No quote | No quote |
| 58 | MKL | Markel | - | Sold | 0 | $0 | No quote | No quote |
| 57 | L | Loews | - | Sold | 0 | $0 | No quote | No quote |
| 56 | LUK | Leucadia National | - | Sold | 0 | $0 | No quote | No quote |
| 55 | HES | Hess Corp | - | Sold | 0 | $0 | No quote | No quote |
| 54 | GOOGL | - | Sold | 0 | $0 | No quote | No quote | |
| 53 | GD | General Dynamics | - | Sold | 0 | $0 | No quote | No quote |
| 52 | CAT | Caterpillar Tractor | - | Sold | 0 | $0 | No quote | No quote |
| 51 | BA | Boeing Co | - | Sold | 0 | $0 | No quote | No quote |
| 50 | MMM | 3M | - | Sold | 0 | $0 | 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.