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 53 of 69 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway | 33.17% | Add +0.8% | 2,026,072 | $279.88M | $138.14 | No quote |
| 2 | WFC | Wells Fargo | 9.58% | Add +2.4% | 1,558,816 | $80.86M | $51.87 | No quote |
| 3 | IBM | IBM | 8.08% | Add +4.4% | 359,189 | $68.19M | $189.83 | No quote |
| 4 | WMT | Wal-Mart | 6.55% | Add +4.7% | 722,343 | $55.24M | $76.47 | No quote |
| 5 | VZ | Verizon | 5.18% | Add +216.5% | 873,785 | $43.68M | $49.99 | No quote |
| 6 | QCOM | Qualcomm | 4.43% | Add +3.9% | 499,692 | $37.36M | $74.77 | No quote |
| 7 | AFL | Aflac | 4.34% | Add +7.5% | 628,508 | $36.61M | $58.25 | No quote |
| 8 | DTV | DirecTV | 3.78% | Reduce -4.9% | 368,401 | $31.87M | No quote | No quote |
| 9 | ORCL | Oracle Systems | 3.12% | Add +4.0% | 686,902 | $26.3M | $38.28 | No quote |
| 10 | FI | Fiserv | 2.89% | Reduce -1.6% | 377,844 | $24.42M | No quote | No quote |
| 11 | MCD | McDonald's | 2.46% | Add +4.1% | 218,951 | $20.76M | $94.81 | No quote |
| 12 | INGR | Ingredion | 2.32% | Add +4305.5% | 257,941 | $19.55M | $75.79 | No quote |
| 13 | LH | Lab Corp of America | 2.28% | Add +6.0% | 189,106 | $19.24M | $101.75 | No quote |
| 14 | SU | Suncor | 1.95% | Add +10.4% | 455,520 | $16.47M | $36.15 | No quote |
| 15 | ABT | Abbott Labs | 1.75% | Reduce -32.0% | 354,628 | $14.75M | $41.59 | No quote |
| 16 | MKL | Markel | 1.62% | Add +12.8% | 21,446 | $13.64M | $636.16 | No quote |
| 17 | BRK-A | Berkshire Hathaway A | 1.30% | - | 53 | $10.97M | $206905.66 | No quote |
| 18 | MDT | Medtronic | 1.21% | Reduce -70.9% | 165,133 | $10.23M | $61.95 | No quote |
| 19 | USB | US Bancorp | 0.99% | Reduce -1.9% | 199,934 | $8.36M | $41.83 | No quote |
| 20 | JNJ | Johnson & Johnson | 0.80% | Reduce -74.8% | 63,558 | $6.78M | $106.60 | No quote |
| 21 | ACN | Accenture | 0.33% | Add +70.8% | 34,500 | $2.81M | $81.33 | No quote |
| 22 | AAPL | Apple | 0.26% | Add +14.2% | 21,773 | $2.19M | $100.77 | No quote |
| 23 | MSFT | Microsoft | 0.08% | Reduce -2.0% | 14,562 | $675K | $46.35 | No quote |
| 24 | EMC | E M C Mass | 0.07% | Add +144.2% | 20,760 | $607K | No quote | No quote |
| 25 | ESV | Ensco | 0.07% | Reduce -0.6% | 14,540 | $601K | No quote | No quote |
| 26 | KO | Coca-Cola | 0.06% | Reduce -45.2% | 12,853 | $548K | $42.64 | No quote |
| 27 | GLW | Corning | 0.06% | Reduce -12.8% | 26,540 | $513K | $19.33 | No quote |
| 28 | UNH | UnitedHealth | 0.06% | - | 5,800 | $500K | $86.21 | No quote |
| 29 | COP | Conocophillips | 0.06% | Add +3.2% | 6,500 | $497K | $76.46 | No quote |
| 30 | RKT | Rock Tenn | 0.06% | Add +100.0% | 10,400 | $495K | $47.60 | No quote |
| 31 | ESRX | Express Scripts | 0.06% | New | 6,850 | $484K | No quote | No quote |
| 32 | COF | Capital One Fin'l | 0.06% | - | 5,700 | $465K | $81.58 | No quote |
| 33 | HAL | Halliburton | 0.05% | - | 6,751 | $436K | $64.58 | No quote |
| 34 | CSCO | Cisco Systems | 0.05% | Reduce -6.1% | 16,904 | $425K | $25.14 | No quote |
| 35 | SH | Proshares Short S&P 500 | 0.05% | - | 17,800 | $410K | No quote | No quote |
| 36 | T | AT&T | 0.05% | Reduce -9.3% | 11,317 | $399K | $35.26 | No quote |
| 37 | SYNA | Synaptics | 0.05% | New | 5,400 | $395K | $73.15 | No quote |
| 38 | OXY | Occidental Petroleum | 0.04% | New | 3,557 | $342K | $96.15 | No quote |
| 39 | BRCM | Broadcom Cl A Class A | 0.04% | - | 8,300 | $335K | No quote | No quote |
| 40 | NOV | National Oilwell Varco | 0.04% | - | 4,260 | $324K | $76.06 | No quote |
| 41 | PG | Procter & Gamble | 0.04% | Reduce -19.6% | 3,702 | $310K | $83.74 | No quote |
| 42 | FAST | Fastenal | 0.04% | New | 6,850 | $308K | $44.96 | No quote |
| 43 | FFIV | F5 Networks | 0.04% | Reduce -5.6% | 2,550 | $303K | $118.82 | No quote |
| 44 | BBBYQ | Bed Bath & Beyond | 0.04% | Reduce -97.2% | 4,570 | $301K | No quote | No quote |
| 45 | AMGN | Amgen | 0.03% | New | 2,000 | $281K | $140.50 | No quote |
| 46 | TRV | Travelers Companies | 0.03% | Reduce -3.2% | 2,983 | $280K | $93.87 | No quote |
| 47 | CSX | C S X | 0.03% | Reduce -7.8% | 8,331 | $267K | $32.05 | No quote |
| 48 | PKX | Posco | 0.03% | Add +13.6% | 3,125 | $237K | No quote | No quote |
| 49 | SUNEQ | Sunedison | 0.03% | Reduce -8.7% | 12,345 | $233K | No quote | No quote |
| 50 | PEP | Pepsico | 0.03% | Reduce -16.8% | 2,485 | $231K | $92.96 | No quote |
| 51 | CF | CF Industries | 0.03% | New | 800 | $223K | $278.75 | No quote |
| 53 | GOOGL | Google Class A | 0.03% | - | 371 | $218K | $587.60 | No quote |
| 52 | BAC | Bank of America | 0.03% | New | 12,791 | $218K | $17.04 | No quote |
| 54 | GE | General Electric | 0.03% | Add +0.3% | 8,455 | $217K | $25.67 | No quote |
| 55 | XOM | Exxon Mobil | 0.03% | Reduce -16.9% | 2,281 | $215K | $94.26 | No quote |
| 57 | MON | Monsanto | 0.03% | - | 1,900 | $214K | No quote | No quote |
| 56 | GOOG | 0.03% | - | 371 | $214K | $576.82 | No quote | |
| 58 | DUK | Duke Power & Light | 0.02% | - | 2,799 | $209K | No quote | No quote |
| 59 | C | Citigroup | 0.02% | New | 4,000 | $207K | $51.75 | No quote |
| 60 | PM | Philip Morris Intl | 0.02% | New | 2,400 | $200K | $83.33 | No quote |
| 61 | F | Ford Motor | 0.02% | - | 13,100 | $194K | $14.81 | No quote |
| 62 | SMSI | Smith Micro Software | 0.02% | Add +14.2% | 170,300 | $152K | No quote | No quote |
| 63 | SYN | Syntex | 0.00% | - | 10,000 | $18K | No quote | No quote |
| 65 | MEI | Methode Electronics | - | Sold | 0 | $0 | No quote | No quote |
| 64 | INTC | Intel | - | 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.