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 46 of 64 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway | 31.11% | Add +1.4% | 2,009,252 | $254.29M | $126.56 | No quote |
| 2 | WFC | Wells Fargo | 9.79% | Reduce -19.9% | 1,522,936 | $80.05M | $52.56 | No quote |
| 3 | IBM | IBM | 7.63% | Add +3.5% | 344,147 | $62.38M | $181.27 | No quote |
| 4 | WMT | Wal-Mart | 6.34% | Add +2.2% | 690,080 | $51.8M | $75.07 | No quote |
| 5 | QCOM | Qualcomm | 4.66% | Add +3.0% | 481,119 | $38.11M | $79.20 | No quote |
| 6 | AFL | Aflac | 4.45% | Add +6.6% | 584,912 | $36.41M | $62.25 | No quote |
| 7 | MDT | Medtronic | 4.42% | Add +3.6% | 566,744 | $36.14M | $63.76 | No quote |
| 8 | DTV | DirecTV | 4.03% | Add +0.1% | 387,451 | $32.94M | No quote | No quote |
| 9 | ORCL | Oracle Systems | 3.27% | Add +4.4% | 660,192 | $26.76M | $40.53 | No quote |
| 10 | JNJ | Johnson & Johnson | 3.22% | Reduce -14.3% | 251,756 | $26.34M | $104.62 | No quote |
| 11 | FI | Fiserv | 2.83% | Reduce -0.7% | 384,048 | $23.17M | No quote | No quote |
| 12 | ABT | Abbott Labs | 2.61% | Add +9.5% | 521,367 | $21.32M | $40.90 | No quote |
| 13 | MCD | McDonald's | 2.59% | Reduce -3.0% | 210,376 | $21.19M | $100.74 | No quote |
| 14 | LH | Lab Corp of America | 2.24% | Add +2.6% | 178,461 | $18.27M | $102.40 | No quote |
| 15 | SU | Suncor | 2.15% | Add +8.1% | 412,405 | $17.58M | $42.63 | No quote |
| 16 | VZ | Verizon | 1.65% | Add +2733.7% | 276,056 | $13.51M | $48.93 | No quote |
| 17 | MKL | Markel | 1.53% | New | 19,017 | $12.47M | $655.62 | No quote |
| 18 | BRK-A | Berkshire Hathaway 'A' | 1.23% | - | 53 | $10.07M | $189905.66 | No quote |
| 19 | BBBYQ | Bed Bath & Beyond | 1.14% | Reduce -16.0% | 162,571 | $9.33M | No quote | No quote |
| 20 | USB | US Bancorp | 1.08% | Reduce -1.5% | 203,902 | $8.83M | $43.32 | No quote |
| 21 | AAPL | Apple | 0.22% | Add +542.0% | 19,073 | $1.77M | $92.91 | No quote |
| 22 | ACN | Accenture | 0.20% | Add +494.1% | 20,200 | $1.63M | $80.84 | No quote |
| 23 | KO | Coca-Cola | 0.12% | Add +17.5% | 23,467 | $994K | $42.36 | No quote |
| 24 | ESV | Ensco | 0.10% | Add +20.6% | 14,620 | $812K | No quote | No quote |
| 25 | MEI | Methode Electronics | 0.09% | - | 19,900 | $760K | No quote | No quote |
| 26 | GLW | Corning | 0.08% | - | 30,444 | $668K | $21.94 | No quote |
| 27 | MSFT | Microsoft | 0.08% | Add +2.0% | 14,862 | $620K | $41.72 | No quote |
| 28 | RKT | Rock Tenn | 0.07% | Add +8.3% | 5,200 | $549K | $105.58 | No quote |
| 29 | COP | Conocophillips | 0.07% | Reduce -24.1% | 6,300 | $540K | $85.71 | No quote |
| 30 | HAL | Halliburton | 0.06% | - | 6,751 | $479K | $70.95 | No quote |
| 31 | UNH | UnitedHealth | 0.06% | Reduce -9.4% | 5,800 | $474K | $81.72 | No quote |
| 32 | COF | Capital One Fin'l | 0.06% | - | 5,700 | $471K | $82.63 | No quote |
| 33 | CSCO | Cisco Systems | 0.05% | Add +5.3% | 18,004 | $447K | $24.83 | No quote |
| 34 | T | AT&T | 0.05% | Add +1.4% | 12,472 | $441K | $35.36 | No quote |
| 35 | INGR | Ingredion | 0.05% | New | 5,855 | $439K | $74.98 | No quote |
| 36 | SH | Proshares Short S&P 500 | 0.05% | - | 17,800 | $416K | No quote | No quote |
| 37 | PG | Procter & Gamble | 0.04% | Reduce -13.3% | 4,602 | $362K | $78.66 | No quote |
| 38 | NOV | National Oilwell Varco | 0.04% | - | 4,260 | $351K | $82.39 | No quote |
| 39 | BRCM | Broadcom Cl A Class A | 0.04% | - | 8,300 | $308K | No quote | No quote |
| 40 | SUNEQ | Sunedison | 0.04% | Reduce -23.1% | 13,523 | $306K | No quote | No quote |
| 41 | FFIV | F5 Networks | 0.04% | Reduce -2.5% | 2,700 | $301K | $111.48 | No quote |
| 42 | TRV | Travelers Companies | 0.04% | Reduce -5.2% | 3,082 | $290K | $94.09 | No quote |
| 43 | CSX | C S X | 0.03% | - | 9,031 | $278K | $30.78 | No quote |
| 44 | XOM | Exxon Mobil | 0.03% | Add +6.6% | 2,746 | $276K | $100.51 | No quote |
| 45 | PEP | Pepsico | 0.03% | Reduce -51.7% | 2,985 | $267K | $89.45 | No quote |
| 46 | MON | Monsanto | 0.03% | Reduce -24.0% | 1,900 | $237K | No quote | No quote |
| 47 | F | Ford Motor | 0.03% | Add +6.5% | 13,100 | $226K | $17.25 | No quote |
| 48 | EMC | E M C Mass | 0.03% | - | 8,500 | $224K | No quote | No quote |
| 49 | GE | General Electric | 0.03% | Reduce -35.8% | 8,434 | $222K | $26.32 | No quote |
| 50 | GOOGL | Google Class A | 0.03% | New | 371 | $217K | $584.91 | No quote |
| 51 | GOOG | 0.03% | New | 371 | $213K | $574.12 | No quote | |
| 52 | INTC | Intel | 0.03% | New | 6,834 | $211K | $30.88 | No quote |
| 53 | DUK | Duke Power & Light | 0.03% | New | 2,799 | $208K | No quote | No quote |
| 54 | PKX | Posco | 0.03% | New | 2,750 | $205K | No quote | No quote |
| 55 | SMSI | Smith Micro Software | 0.02% | Add +9.6% | 149,100 | $155K | No quote | No quote |
| 56 | SYN | Syntex | 0.00% | New | 10,000 | $17K | No quote | No quote |
| 60 | SYNA | Synaptics | - | Sold | 0 | $0 | No quote | No quote |
| 59 | C | Citigroup | - | Sold | 0 | $0 | No quote | No quote |
| 58 | CF | CF Industries | - | Sold | 0 | $0 | No quote | No quote |
| 57 | BACPRL | Bank of America | - | 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.