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 56 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway | 31.96% | Add +3.2% | 1,782,399 | $211.32M | $118.56 | No quote |
| 2 | WFC | Wells Fargo | 12.63% | Add +1.3% | 1,839,683 | $83.52M | $45.40 | No quote |
| 3 | IBM | IBM | 8.74% | Add +9.1% | 308,145 | $57.8M | $187.57 | No quote |
| 4 | WMT | Wal-Mart | 6.43% | Reduce -15.9% | 539,990 | $42.49M | $78.69 | No quote |
| 5 | AFL | Aflac | 5.08% | Reduce -18.3% | 502,905 | $33.59M | $66.80 | No quote |
| 6 | QCOM | Qualcomm | 5.01% | Add +5.1% | 446,367 | $33.14M | $74.25 | No quote |
| 7 | MDT | Medtronic | 4.41% | Add +9.5% | 508,701 | $29.19M | $57.39 | No quote |
| 8 | DTV | DirecTV | 3.87% | Add +6.5% | 370,530 | $25.59M | No quote | No quote |
| 9 | FI | Fiserv | 3.52% | Add +95.5% | 393,688 | $23.25M | No quote | No quote |
| 10 | ORCL | Oracle Systems | 3.39% | Add +8.9% | 585,449 | $22.4M | $38.26 | No quote |
| 11 | BBBYQ | Bed Bath & Beyond | 2.63% | Reduce -1.3% | 216,306 | $17.37M | No quote | No quote |
| 12 | ABT | Abbott Labs | 2.62% | Add +9.7% | 451,886 | $17.32M | $38.33 | No quote |
| 13 | LH | Lab Corp of America | 2.27% | Add +127.5% | 164,093 | $14.99M | $91.37 | No quote |
| 14 | JNJ | Johnson & Johnson | 1.56% | Reduce -7.0% | 112,410 | $10.3M | $91.59 | No quote |
| 15 | BRK-A | Berkshire Hathaway 'A' | 1.37% | Reduce -1.9% | 51 | $9.07M | $177901.96 | No quote |
| 16 | MCD | McDonald's | 1.28% | Reduce -52.6% | 87,333 | $8.47M | $97.03 | No quote |
| 17 | USB | US Bancorp | 1.15% | New | 188,823 | $7.63M | $40.40 | No quote |
| 18 | PG | Procter & Gamble | 0.29% | Reduce -29.9% | 23,712 | $1.93M | $81.39 | No quote |
| 19 | AAPL | Apple | 0.25% | - | 2,971 | $1.67M | $561.09 | No quote |
| 20 | KO | Coca-Cola | 0.11% | Reduce -0.8% | 17,165 | $709K | $41.30 | No quote |
| 21 | ESV | Ensco | 0.09% | Add +17.4% | 10,820 | $619K | No quote | No quote |
| 22 | COP | Conocophillips | 0.09% | Reduce -1.2% | 8,300 | $586K | $70.60 | No quote |
| 23 | GLW | Corning | 0.09% | Reduce -0.6% | 32,483 | $579K | $17.82 | No quote |
| 24 | MSFT | Microsoft | 0.08% | Reduce -80.8% | 13,592 | $508K | $37.37 | No quote |
| 25 | INTC | Intel | 0.07% | Add +0.0% | 19,126 | $496K | $25.93 | No quote |
| 26 | SUNEQ | Sunedison | 0.07% | Reduce -2.6% | 36,811 | $480K | No quote | No quote |
| 27 | RKT | Rock Tenn | 0.07% | New | 4,470 | $469K | $104.92 | No quote |
| 28 | SH | Proshares Short S&P 500 | 0.07% | - | 17,800 | $449K | No quote | No quote |
| 29 | T | AT&T | 0.07% | Add +56.8% | 12,438 | $437K | $35.13 | No quote |
| 30 | PEP | Pepsico | 0.06% | Reduce -87.4% | 4,889 | $405K | $82.84 | No quote |
| 31 | FFIV | F5 Networks | 0.05% | Reduce -12.5% | 4,000 | $363K | $90.75 | No quote |
| 32 | CSCO | Cisco Systems | 0.05% | Add +55.1% | 16,050 | $360K | $22.43 | No quote |
| 33 | GE | General Electric | 0.05% | Reduce -1.0% | 12,722 | $357K | $28.06 | No quote |
| 34 | HAL | Halliburton | 0.05% | - | 6,751 | $343K | $50.81 | No quote |
| 35 | VOD | Vodafone Group New Adr F Spons | 0.05% | - | 8,700 | $342K | No quote | No quote |
| 36 | NOV | National Oilwell Varco | 0.05% | Reduce -0.5% | 4,260 | $339K | $79.58 | No quote |
| 37 | TRV | Travelers Companies | 0.05% | Reduce -1.9% | 3,516 | $318K | $90.44 | No quote |
| 38 | MON | Monsanto | 0.04% | - | 2,500 | $291K | No quote | No quote |
| 39 | UNH | UnitedHealth | 0.04% | Reduce -7.5% | 3,700 | $279K | $75.41 | No quote |
| 40 | XOM | Exxon Mobil | 0.04% | Add +8.2% | 2,675 | $271K | $101.31 | No quote |
| 41 | BRCM | Broadcom Cl A Class A | 0.04% | New | 8,300 | $246K | No quote | No quote |
| 42 | CSX | C S X | 0.04% | Reduce -4.7% | 8,075 | $232K | $28.73 | No quote |
| 44 | EMC | E M C Mass | 0.03% | New | 8,000 | $201K | No quote | No quote |
| 43 | CVX | Chevron | 0.03% | New | 1,610 | $201K | $124.84 | No quote |
| 45 | F | Ford Motor | 0.03% | - | 12,200 | $188K | $15.41 | No quote |
| 46 | SMSI | Smith Micro Software | 0.02% | Reduce -8.3% | 102,800 | $152K | No quote | No quote |
| 52 | SDS | Proshs Ultrashrt S&p500 Prosha | - | Sold | 0 | $0 | No quote | No quote |
| 51 | NVDA | Nvidia | - | Sold | 0 | $0 | No quote | No quote |
| 50 | INGR | Ingredion | - | Sold | 0 | $0 | No quote | No quote |
| 49 | FDX | FedEx | - | Sold | 0 | $0 | No quote | No quote |
| 48 | META | - | Sold | 0 | $0 | No quote | No quote | |
| 47 | AMGN | Amgen | - | 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.