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 45 of 59 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway | 31.50% | Add +11.2% | 1,981,128 | $247.58M | $124.97 | No quote |
| 2 | WFC | Wells Fargo | 12.03% | Add +3.3% | 1,901,083 | $94.56M | $49.74 | No quote |
| 3 | IBM | IBM | 8.15% | Add +8.0% | 332,646 | $64.03M | $192.49 | No quote |
| 4 | WMT | Wal-Mart | 6.57% | Add +25.0% | 675,123 | $51.6M | $76.43 | No quote |
| 5 | QCOM | Qualcomm | 4.69% | Add +4.7% | 467,164 | $36.84M | $78.86 | No quote |
| 6 | AFL | Aflac | 4.40% | Add +9.1% | 548,839 | $34.6M | $63.04 | No quote |
| 7 | MDT | Medtronic | 4.28% | Add +7.5% | 546,939 | $33.66M | $61.54 | No quote |
| 8 | DTV | DirecTV | 3.76% | Add +4.5% | 387,121 | $29.58M | No quote | No quote |
| 9 | JNJ | Johnson & Johnson | 3.67% | Add +161.4% | 293,897 | $28.87M | $98.23 | No quote |
| 10 | ORCL | Oracle Systems | 3.29% | Add +8.0% | 632,518 | $25.88M | $40.91 | No quote |
| 11 | FI | Fiserv | 2.79% | Reduce -1.8% | 386,658 | $21.92M | No quote | No quote |
| 12 | MCD | McDonald's | 2.71% | Add +148.4% | 216,954 | $21.27M | $98.03 | No quote |
| 13 | ABT | Abbott Labs | 2.33% | Add +5.4% | 476,290 | $18.34M | $38.51 | No quote |
| 14 | LH | Lab Corp of America | 2.17% | Add +6.0% | 173,896 | $17.08M | $98.21 | No quote |
| 15 | SU | Suncor | 1.70% | New | 381,473 | $13.34M | $34.96 | No quote |
| 16 | BBBYQ | Bed Bath & Beyond | 1.69% | Reduce -10.5% | 193,611 | $13.32M | No quote | No quote |
| 17 | BRK-A | Berkshire Hathaway | 1.26% | Add +3.9% | 53 | $9.93M | $187358.49 | No quote |
| 18 | USB | US Bancorp | 1.13% | Add +9.6% | 207,034 | $8.87M | $42.86 | No quote |
| 19 | AAPL | Apple | 0.20% | - | 2,971 | $1.6M | $536.86 | No quote |
| 20 | KO | Coca-Cola | 0.10% | Add +16.3% | 19,965 | $772K | $38.67 | No quote |
| 21 | ESV | Ensco | 0.08% | Add +12.0% | 12,120 | $640K | No quote | No quote |
| 22 | GLW | Corning | 0.08% | Reduce -6.3% | 30,444 | $634K | $20.83 | No quote |
| 23 | MEI | Methode Electronics | 0.08% | New | 19,900 | $610K | No quote | No quote |
| 24 | MSFT | Microsoft | 0.08% | Add +7.2% | 14,568 | $597K | $40.98 | No quote |
| 25 | COP | Conocophillips | 0.07% | - | 8,300 | $584K | $70.36 | No quote |
| 26 | UNH | UnitedHealth | 0.07% | Add +73.0% | 6,400 | $525K | $82.03 | No quote |
| 27 | PEP | Pepsico | 0.07% | Add +26.5% | 6,185 | $516K | $83.43 | No quote |
| 28 | RKT | Rock Tenn | 0.06% | Add +7.4% | 4,800 | $507K | $105.63 | No quote |
| 29 | VZ | Verizon Communications | 0.06% | New | 9,742 | $463K | $47.53 | No quote |
| 30 | COF | Capital One Fin'l | 0.06% | New | 5,700 | $440K | $77.19 | No quote |
| 31 | SH | Proshares Short S&P 500 | 0.06% | - | 17,800 | $439K | No quote | No quote |
| 32 | T | AT&T | 0.06% | Reduce -1.1% | 12,305 | $432K | $35.11 | No quote |
| 33 | PG | Procter & Gamble | 0.05% | Reduce -77.6% | 5,309 | $428K | $80.62 | No quote |
| 34 | HAL | Halliburton | 0.05% | - | 6,751 | $398K | $58.95 | No quote |
| 35 | CSCO | Cisco Systems | 0.05% | Add +6.5% | 17,100 | $383K | $22.40 | No quote |
| 36 | SYNA | Synaptics | 0.05% | New | 6,100 | $366K | $60.00 | No quote |
| 37 | GE | General Electric | 0.04% | Add +3.3% | 13,146 | $340K | $25.86 | No quote |
| 38 | NOV | National Oilwell Varco | 0.04% | - | 4,260 | $332K | $77.93 | No quote |
| 39 | SUNEQ | Sunedison | 0.04% | Reduce -52.2% | 17,586 | $331K | No quote | No quote |
| 40 | FFIV | F5 Networks | 0.04% | Reduce -30.8% | 2,770 | $295K | $106.50 | No quote |
| 41 | MON | Monsanto | 0.04% | - | 2,500 | $284K | No quote | No quote |
| 42 | TRV | Travelers Companies | 0.04% | Reduce -7.6% | 3,250 | $277K | $85.23 | No quote |
| 44 | SMSI | Smith Micro Software | 0.03% | Add +32.4% | 136,100 | $271K | No quote | No quote |
| 43 | ACN | Accenture | 0.03% | New | 3,400 | $271K | $79.71 | No quote |
| 45 | CSX | C S X | 0.03% | Add +11.8% | 9,031 | $262K | $29.01 | No quote |
| 46 | BRCM | Broadcom Cl A Class A | 0.03% | - | 8,300 | $261K | No quote | No quote |
| 47 | XOM | Exxon Mobil | 0.03% | Reduce -3.7% | 2,577 | $252K | $97.79 | No quote |
| 48 | C | Citigroup | 0.03% | New | 5,200 | $248K | $47.69 | No quote |
| 49 | EMC | E M C Mass | 0.03% | Add +6.3% | 8,500 | $233K | No quote | No quote |
| 50 | CF | CF Industries | 0.03% | New | 800 | $209K | $261.25 | No quote |
| 51 | BACPRL | Bank of America | 0.03% | New | 182 | $208K | $1142.86 | No quote |
| 52 | F | Ford Motor | 0.02% | Add +0.8% | 12,300 | $192K | $15.61 | No quote |
| 55 | VOD | Vodafone Group New Adr F Spons | - | Sold | 0 | $0 | No quote | No quote |
| 54 | INTC | Intel | - | Sold | 0 | $0 | No quote | No quote |
| 53 | CVX | Chevron | - | 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.