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
- +5.84%
- 1-year
- +13.99%
- 3-year
- +79.29%
- 5-year
- +57.77%
- 3-year vs S&P 500
- -26.05%
- 5-year vs S&P 500
- -16.34%
- 5-year top 5
- +86.77%
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 42 of 61 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway | 30.22% | Reduce -0.8% | 1,992,058 | $271.14M | $136.11 | No quote |
| 2 | WFC | Wells Fargo | 11.08% | Reduce -1.7% | 1,767,209 | $99.39M | $56.24 | No quote |
| 3 | IBM | IBM | 7.22% | Reduce -1.3% | 398,237 | $64.78M | $162.66 | No quote |
| 4 | VZ | Verizon | 6.06% | Add +0.3% | 1,167,499 | $54.42M | $46.61 | No quote |
| 5 | AFL | Aflac | 4.98% | Reduce -1.1% | 718,557 | $44.69M | $62.20 | No quote |
| 6 | AXP | American Express | 3.88% | Reduce -2.2% | 447,880 | $34.81M | $77.72 | No quote |
| 7 | QCOM | Qualcomm | 3.81% | Reduce -1.9% | 545,283 | $34.15M | $62.63 | No quote |
| 8 | ESRX | Express Scripts | 3.67% | Add +5308.9% | 370,510 | $32.95M | No quote | No quote |
| 9 | PCP | Precision Castparts | 3.42% | Reduce -2.1% | 153,525 | $30.69M | No quote | No quote |
| 10 | ORCL | Oracle Systems | 3.41% | Reduce -2.6% | 758,840 | $30.58M | $40.30 | No quote |
| 11 | SU | Suncor | 3.25% | Reduce -2.4% | 1,059,715 | $29.16M | $27.52 | No quote |
| 12 | INGR | Ingredion | 2.74% | Reduce -0.9% | 308,170 | $24.6M | $79.81 | No quote |
| 13 | MKL | Markel | 2.55% | Add +0.6% | 28,548 | $22.86M | $800.69 | No quote |
| 14 | ACN | Accenture | 2.31% | Reduce -4.5% | 213,700 | $20.68M | $96.78 | No quote |
| 15 | MCD | McDonald's | 2.19% | Reduce -4.8% | 206,426 | $19.63M | $95.07 | No quote |
| 16 | USB | US Bancorp | 1.77% | Add +95.3% | 365,483 | $15.86M | $43.40 | No quote |
| 17 | EMR | Emerson Electric | 1.73% | Add +0.1% | 280,162 | $15.53M | $55.43 | No quote |
| 18 | BRK-A | Berkshire Hathaway 'A' | 1.21% | - | 53 | $10.86M | $204849.06 | No quote |
| 19 | WMT | Wal-Mart | 0.95% | Add +12.8% | 120,232 | $8.53M | $70.93 | No quote |
| 20 | JNJ | Johnson & Johnson | 0.82% | Add +42.8% | 75,544 | $7.36M | $97.47 | No quote |
| 21 | HOG | Harley-Davidson | 0.76% | New | 120,424 | $6.79M | $56.35 | No quote |
| 22 | ABT | Abbott Labs | 0.47% | Reduce -12.0% | 85,205 | $4.18M | $49.08 | No quote |
| 23 | AAPL | Apple | 0.28% | - | 19,954 | $2.5M | $125.44 | No quote |
| 24 | MSFT | Microsoft | 0.22% | Add +79.5% | 44,703 | $1.97M | $44.16 | No quote |
| 25 | ESV | Ensco | 0.08% | Add +5.6% | 33,150 | $738K | No quote | No quote |
| 26 | UNH | UnitedHealth | 0.07% | - | 5,400 | $659K | $122.04 | No quote |
| 27 | CSX | C S X | 0.07% | Add +102.9% | 18,931 | $618K | $32.64 | No quote |
| 28 | SYNA | Synaptics | 0.07% | - | 7,100 | $616K | $86.76 | No quote |
| 29 | CVX | Chevron | 0.06% | Add +12.8% | 5,960 | $575K | $96.48 | No quote |
| 30 | HAL | Halliburton | 0.06% | Add +0.8% | 12,451 | $536K | $43.05 | No quote |
| 31 | COP | Conocophillips | 0.05% | - | 7,548 | $464K | $61.47 | No quote |
| 32 | COF | Capital One Fin'l | 0.05% | - | 5,100 | $449K | $88.04 | No quote |
| 33 | T | AT&T | 0.05% | - | 12,100 | $430K | $35.54 | No quote |
| 34 | AMGN | Amgen | 0.05% | Add +71.9% | 2,750 | $422K | $153.45 | No quote |
| 35 | GLW | Corning | 0.05% | Reduce -4.4% | 20,634 | $407K | $19.72 | No quote |
| 36 | MEI | Methode Electronics | 0.04% | New | 12,000 | $329K | No quote | No quote |
| 37 | FAST | Fastenal | 0.04% | Add +12.6% | 7,600 | $321K | $42.24 | No quote |
| 38 | SH | Proshares Short S&P 500 | 0.03% | - | 13,500 | $288K | No quote | No quote |
| 39 | LUK | Leucadia National | 0.03% | Reduce -96.6% | 11,430 | $278K | No quote | No quote |
| 40 | OXY | Occidental Petroleum | 0.03% | - | 3,557 | $277K | $77.87 | No quote |
| 41 | PM | Philip Morris Intl | 0.03% | - | 3,412 | $274K | $80.30 | No quote |
| 42 | C | Citigroup | 0.03% | - | 4,100 | $226K | $55.12 | No quote |
| 43 | GE | General Electric | 0.03% | - | 8,443 | $224K | $26.53 | No quote |
| 44 | TGI | Triumph Group | 0.02% | - | 3,350 | $221K | No quote | No quote |
| 45 | BRCM | Broadcom Cl A Class A | 0.02% | New | 4,100 | $211K | No quote | No quote |
| 46 | BAC | Bank of America | 0.02% | Add +0.0% | 12,295 | $209K | $17.00 | No quote |
| 47 | SMSI | Smith Micro Software | 0.02% | Add +0.8% | 179,500 | $206K | No quote | No quote |
| 48 | GOOGL | Google Class A | 0.02% | - | 371 | $200K | $539.08 | No quote |
| 58 | TRV | Travelers Companies | - | Sold | 0 | $0 | No quote | No quote |
| 57 | RKT | Rock Tenn | - | Sold | 0 | $0 | No quote | No quote |
| 56 | PEP | Pepsico | - | Sold | 0 | $0 | No quote | No quote |
| 55 | NOV | National Oilwell Varco | - | Sold | 0 | $0 | No quote | No quote |
| 54 | GOOG | - | Sold | 0 | $0 | No quote | No quote | |
| 53 | DUK | Duke Power & Light | - | Sold | 0 | $0 | No quote | No quote |
| 52 | DTV | DirecTV | - | Sold | 0 | $0 | No quote | No quote |
| 51 | KO | Coca-Cola | - | Sold | 0 | $0 | No quote | No quote |
| 50 | BA | Boeing Co | - | Sold | 0 | $0 | No quote | No quote |
| 49 | BBBYQ | Bed Bath & Beyond | - | 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.