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 55 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway | 32.18% | Reduce -7.0% | 1,696,585 | $189.88M | $111.92 | No quote |
| 2 | WFC | Wells Fargo | 13.92% | Add +7.1% | 1,989,839 | $82.12M | $41.27 | No quote |
| 3 | IBM | IBM | 7.60% | Add +23.1% | 234,575 | $44.83M | $191.11 | No quote |
| 4 | WMT | Wal-Mart | 7.29% | Add +37.0% | 577,239 | $43M | $74.49 | No quote |
| 5 | AFL | Aflac | 5.85% | Add +15.1% | 594,221 | $34.54M | $58.12 | No quote |
| 6 | MDT | Medtronic | 3.31% | Add +109.6% | 379,116 | $19.51M | $51.47 | No quote |
| 7 | MCD | McDonald's | 3.10% | Reduce -8.1% | 184,889 | $18.3M | $99.00 | No quote |
| 8 | FI | Fiserv | 3.01% | Add +0.3% | 203,024 | $17.75M | No quote | No quote |
| 9 | QCOM | Qualcomm | 2.71% | Add +98.0% | 261,573 | $15.98M | $61.09 | No quote |
| 10 | DTV | DirecTV | 2.66% | Add +28.0% | 254,770 | $15.7M | No quote | No quote |
| 11 | BBBYQ | Bed Bath & Beyond | 2.64% | Add +21.0% | 219,520 | $15.58M | No quote | No quote |
| 12 | ORCL | Oracle Systems | 2.45% | Add +27.8% | 471,485 | $14.48M | $30.71 | No quote |
| 13 | MSFT | Microsoft | 2.37% | Reduce -1.6% | 404,161 | $13.96M | $34.55 | No quote |
| 14 | OMC | Omnicom | 1.96% | Reduce -0.9% | 184,048 | $11.57M | $62.87 | No quote |
| 15 | BRK-A | Berkshire Hathaway 'A' | 1.46% | - | 51 | $8.6M | $168607.84 | No quote |
| 16 | LH | Lab Corp of America | 1.25% | Add +12.5% | 73,970 | $7.4M | $100.09 | No quote |
| 17 | JNJ | Johnson & Johnson | 1.25% | Add +39.2% | 85,629 | $7.35M | $85.86 | No quote |
| 18 | AXP | American Express | 1.09% | Add +18.9% | 86,167 | $6.44M | $74.76 | No quote |
| 19 | ABT | Abbott Labs | 0.97% | Reduce -1.4% | 164,287 | $5.73M | $34.88 | No quote |
| 20 | PEP | Pepsico | 0.58% | Reduce -4.6% | 41,889 | $3.43M | $81.79 | No quote |
| 21 | PG | Procter & Gamble | 0.58% | Reduce -42.5% | 44,407 | $3.42M | $76.99 | No quote |
| 22 | SYK | Stryker | 0.36% | Reduce -1.8% | 33,286 | $2.15M | $64.68 | No quote |
| 23 | AAPL | Apple | 0.19% | Add +0.1% | 2,869 | $1.14M | $396.65 | No quote |
| 24 | KO | Coca-Cola | 0.12% | Reduce -3.3% | 17,701 | $710K | $40.11 | No quote |
| 25 | SH | Proshares Short S&P 500 | 0.09% | - | 17,800 | $528K | No quote | No quote |
| 26 | COP | Conocophillips | 0.09% | Reduce -7.4% | 8,400 | $508K | $60.48 | No quote |
| 27 | GLW | Corning | 0.08% | Add +2.8% | 33,190 | $472K | $14.22 | No quote |
| 28 | INTC | Intel | 0.07% | Add +6.3% | 16,879 | $409K | $24.23 | No quote |
| 29 | SDS | Proshs Ultrashrt S&p500 Prosha | 0.07% | Add +8.7% | 9,410 | $384K | No quote | No quote |
| 30 | WNR | Western Refining | 0.06% | - | 12,000 | $337K | No quote | No quote |
| 31 | FFIV | F5 Networks | 0.05% | New | 4,620 | $318K | $68.83 | No quote |
| 32 | SUNEQ | Sunedison | 0.05% | Reduce -0.8% | 38,428 | $314K | No quote | No quote |
| 33 | GE | General Electric | 0.05% | Add +2.8% | 12,970 | $301K | $23.21 | No quote |
| 34 | NOV | National Oilwell Varco | 0.05% | New | 4,330 | $298K | $68.82 | No quote |
| 35 | AMGN | Amgen | 0.05% | - | 3,000 | $296K | $98.67 | No quote |
| 36 | TRV | Travelers Companies | 0.05% | - | 3,634 | $290K | $79.80 | No quote |
| 37 | UNH | UnitedHealth | 0.05% | Reduce -13.7% | 4,400 | $288K | $65.45 | No quote |
| 38 | HAL | Halliburton | 0.05% | - | 6,751 | $282K | $41.77 | No quote |
| 39 | VOD | Vodafone Group New Adr F Spons | 0.04% | - | 8,700 | $250K | No quote | No quote |
| 40 | CSCO | Cisco Systems | 0.04% | Reduce -8.6% | 9,850 | $240K | $24.37 | No quote |
| 41 | META | 0.04% | New | 9,400 | $234K | $24.89 | No quote | |
| 42 | T | AT&T | 0.04% | - | 6,500 | $230K | $35.38 | No quote |
| 43 | NVDA | Nvidia | 0.04% | Add +7.3% | 15,029 | $211K | $14.04 | No quote |
| 44 | F | Ford Motor | 0.03% | Reduce -13.8% | 12,200 | $189K | $15.49 | No quote |
| 45 | SMSI | Smith Micro Software | 0.02% | Add +17.0% | 106,827 | $113K | No quote | No quote |
| 52 | STJ | St. Jude Medical | - | Sold | 0 | $0 | No quote | No quote |
| 51 | PSTX | Patient Safety Tech | - | Sold | 0 | $0 | No quote | No quote |
| 50 | LEG | Leggett & Platt | - | Sold | 0 | $0 | No quote | No quote |
| 49 | ITW | Illinois Tool Works | - | Sold | 0 | $0 | No quote | No quote |
| 48 | DUK | Duke Power & Light | - | Sold | 0 | $0 | No quote | No quote |
| 47 | BDX | Becton Dickinson | - | Sold | 0 | $0 | No quote | No quote |
| 46 | ACN | Accenture | - | 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.