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 41 of 55 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway | 31.90% | Add +1.8% | 1,727,407 | $196.08M | $113.51 | No quote |
| 2 | WFC | Wells Fargo | 12.21% | Reduce -8.7% | 1,815,945 | $75.04M | $41.32 | No quote |
| 3 | IBM | IBM | 8.51% | Add +20.4% | 282,450 | $52.3M | $185.18 | No quote |
| 4 | WMT | Wal-Mart | 7.73% | Add +11.3% | 642,410 | $47.51M | $73.96 | No quote |
| 5 | AFL | Aflac | 6.20% | Add +3.5% | 615,145 | $38.13M | $61.99 | No quote |
| 6 | QCOM | Qualcomm | 4.65% | Add +62.4% | 424,748 | $28.59M | $67.32 | No quote |
| 7 | MDT | Medtronic | 4.03% | Add +22.6% | 464,718 | $24.75M | $53.25 | No quote |
| 8 | DTV | DirecTV | 3.39% | Add +36.6% | 348,045 | $20.81M | No quote | No quote |
| 9 | FI | Fiserv | 3.31% | Reduce -0.8% | 201,329 | $20.34M | No quote | No quote |
| 10 | ORCL | Oracle Systems | 2.90% | Add +14.0% | 537,340 | $17.82M | $33.17 | No quote |
| 11 | MCD | McDonald's | 2.88% | Reduce -0.4% | 184,129 | $17.72M | $96.21 | No quote |
| 12 | BBBYQ | Bed Bath & Beyond | 2.76% | Reduce -0.2% | 219,116 | $16.95M | No quote | No quote |
| 13 | ABT | Abbott Labs | 2.23% | Add +150.8% | 412,098 | $13.68M | $33.19 | No quote |
| 14 | JNJ | Johnson & Johnson | 1.71% | Add +41.2% | 120,898 | $10.48M | $86.69 | No quote |
| 15 | BRK-A | Berkshire Hathaway | 1.44% | Add +2.0% | 52 | $8.86M | $170423.08 | No quote |
| 16 | LH | Lab Corp of America | 1.16% | Reduce -2.5% | 72,135 | $7.15M | $99.13 | No quote |
| 17 | PEP | Pepsico | 0.50% | Reduce -7.2% | 38,889 | $3.09M | $79.51 | No quote |
| 18 | PG | Procter & Gamble | 0.42% | Reduce -23.9% | 33,809 | $2.56M | $75.60 | No quote |
| 19 | MSFT | Microsoft | 0.38% | Reduce -82.5% | 70,718 | $2.35M | $33.27 | No quote |
| 20 | AAPL | Apple | 0.23% | Add +3.6% | 2,971 | $1.42M | $476.61 | No quote |
| 21 | KO | Coca-Cola | 0.11% | Reduce -2.2% | 17,312 | $656K | $37.89 | No quote |
| 22 | COP | Conocophillips | 0.10% | - | 8,400 | $584K | $69.52 | No quote |
| 23 | SH | Proshares Short S&P 500 | 0.08% | - | 17,800 | $499K | No quote | No quote |
| 24 | ESV | Ensco | 0.08% | New | 9,220 | $496K | No quote | No quote |
| 25 | GLW | Corning | 0.08% | Reduce -1.6% | 32,674 | $477K | $14.60 | No quote |
| 26 | INTC | Intel | 0.07% | Add +13.3% | 19,120 | $438K | $22.91 | No quote |
| 27 | FFIV | F5 Networks | 0.06% | Reduce -1.1% | 4,570 | $392K | $85.78 | No quote |
| 28 | META | 0.06% | Reduce -25.5% | 7,000 | $352K | $50.29 | No quote | |
| 29 | AMGN | Amgen | 0.05% | - | 3,000 | $336K | $112.00 | No quote |
| 31 | SDS | Proshs Ultrashrt S&p500 Prosha | 0.05% | Reduce -3.0% | 9,126 | $334K | No quote | No quote |
| 30 | NOV | National Oilwell Varco | 0.05% | Reduce -1.1% | 4,280 | $334K | $78.04 | No quote |
| 32 | HAL | Halliburton | 0.05% | - | 6,751 | $325K | $48.14 | No quote |
| 33 | INGR | Ingredion | 0.05% | New | 4,700 | $311K | $66.17 | No quote |
| 34 | GE | General Electric | 0.05% | Reduce -0.9% | 12,855 | $307K | $23.88 | No quote |
| 35 | VOD | Vodafone Group New Adr F Spons | 0.05% | - | 8,700 | $306K | No quote | No quote |
| 36 | TRV | Travelers Companies | 0.05% | Reduce -1.4% | 3,584 | $304K | $84.82 | No quote |
| 37 | SUNEQ | Sunedison | 0.05% | Reduce -1.7% | 37,777 | $301K | No quote | No quote |
| 38 | UNH | UnitedHealth | 0.05% | Reduce -9.1% | 4,000 | $286K | $71.50 | No quote |
| 39 | T | AT&T | 0.04% | Add +22.0% | 7,932 | $268K | $33.79 | No quote |
| 40 | MON | Monsanto | 0.04% | New | 2,500 | $261K | No quote | No quote |
| 41 | CSCO | Cisco Systems | 0.04% | Add +5.1% | 10,350 | $243K | $23.48 | No quote |
| 42 | NVDA | Nvidia | 0.04% | Reduce -0.5% | 14,955 | $233K | $15.58 | No quote |
| 43 | CSX | C S X | 0.04% | New | 8,475 | $218K | $25.72 | No quote |
| 44 | FDX | FedEx | 0.04% | New | 1,900 | $217K | $114.21 | No quote |
| 45 | XOM | Exxon Mobil | 0.03% | New | 2,473 | $213K | $86.13 | No quote |
| 46 | F | Ford Motor | 0.03% | - | 12,200 | $206K | $16.89 | No quote |
| 47 | SMSI | Smith Micro Software | 0.02% | Add +5.0% | 112,128 | $101K | No quote | No quote |
| 51 | WNR | Western Refining | - | Sold | 0 | $0 | No quote | No quote |
| 50 | SYK | Stryker | - | Sold | 0 | $0 | No quote | No quote |
| 49 | OMC | Omnicom | - | Sold | 0 | $0 | No quote | No quote |
| 48 | AXP | American Express | - | 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.