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 43 of 54 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway | 30.40% | Add +1.2% | 2,016,191 | $262.91M | $130.40 | No quote |
| 2 | WFC | Wells Fargo | 10.26% | Reduce -2.2% | 1,727,906 | $88.73M | $51.35 | No quote |
| 3 | IBM | IBM | 6.68% | Add +0.1% | 398,564 | $57.78M | $144.97 | No quote |
| 4 | VZ | Verizon | 6.03% | Add +2.6% | 1,197,840 | $52.12M | $43.51 | No quote |
| 5 | AFL | Aflac | 4.96% | Add +2.8% | 738,581 | $42.93M | $58.13 | No quote |
| 6 | PCP | Precision Castparts | 4.28% | Add +4.9% | 161,035 | $36.99M | No quote | No quote |
| 7 | AXP | American Express | 3.95% | Add +2.8% | 460,410 | $34.13M | $74.13 | No quote |
| 8 | ESRX | Express Scripts | 3.65% | Add +5.3% | 390,140 | $31.59M | No quote | No quote |
| 9 | QCOM | Qualcomm | 3.58% | Add +5.5% | 575,541 | $30.92M | $53.73 | No quote |
| 10 | SU | Suncor | 3.36% | Add +2.8% | 1,089,144 | $29.1M | $26.72 | No quote |
| 11 | INGR | Ingredion | 3.28% | Add +5.4% | 324,728 | $28.35M | $87.31 | No quote |
| 12 | ORCL | Oracle Systems | 3.16% | Reduce -0.2% | 757,655 | $27.37M | $36.12 | No quote |
| 13 | MKL | Markel | 2.72% | Add +2.8% | 29,337 | $23.52M | $801.85 | No quote |
| 14 | MCD | McDonald's | 2.13% | Reduce -9.3% | 187,143 | $18.44M | $98.53 | No quote |
| 15 | ACN | Accenture | 2.12% | Reduce -12.8% | 186,300 | $18.31M | $98.26 | No quote |
| 16 | USB | US Bancorp | 1.72% | Reduce -0.8% | 362,715 | $14.88M | $41.01 | No quote |
| 17 | JNJ | Johnson & Johnson | 1.48% | Add +80.9% | 136,653 | $12.76M | $93.35 | No quote |
| 18 | EMR | Emerson Electric | 1.39% | Reduce -3.1% | 271,456 | $11.99M | $44.17 | No quote |
| 19 | BRK-A | Berkshire Hathaway | 1.17% | Reduce -1.9% | 52 | $10.15M | $195230.77 | No quote |
| 20 | WMT | Wal-Mart | 1.11% | Add +23.1% | 148,053 | $9.6M | $64.84 | No quote |
| 21 | HOG | Harley-Davidson | 0.73% | Reduce -5.1% | 114,289 | $6.27M | $54.90 | No quote |
| 22 | MSFT | Microsoft | 0.45% | Add +95.3% | 87,312 | $3.86M | $44.26 | No quote |
| 23 | ABT | Abbott Labs | 0.27% | Reduce -31.6% | 58,282 | $2.34M | $40.22 | No quote |
| 24 | AAPL | Apple | 0.20% | Reduce -21.7% | 15,618 | $1.72M | $110.32 | No quote |
| 25 | MEI | Methode Electronics | 0.08% | Add +88.3% | 22,600 | $721K | No quote | No quote |
| 26 | CSX | C S X | 0.07% | Add +23.8% | 23,431 | $630K | $26.89 | No quote |
| 27 | CVX | Chevron | 0.06% | Add +9.2% | 6,510 | $514K | $78.96 | No quote |
| 28 | ESV | Ensco | 0.05% | Reduce -0.9% | 32,850 | $463K | No quote | No quote |
| 29 | UNH | UnitedHealth | 0.05% | Reduce -27.8% | 3,900 | $452K | $115.90 | No quote |
| 30 | HAL | Halliburton | 0.05% | Reduce -2.4% | 12,151 | $430K | $35.39 | No quote |
| 31 | COP | Conocophillips | 0.04% | Add +6.6% | 8,048 | $386K | $47.96 | No quote |
| 32 | T | AT&T | 0.04% | Reduce -2.9% | 11,750 | $383K | $32.60 | No quote |
| 33 | AMGN | Amgen | 0.04% | Reduce -14.6% | 2,350 | $325K | $138.30 | No quote |
| 34 | SH | Proshares Short S&P 500 | 0.04% | - | 13,500 | $304K | No quote | No quote |
| 35 | GLW | Corning | 0.04% | Reduce -14.1% | 17,718 | $303K | $17.10 | No quote |
| 36 | COF | Capital One Fin'l | 0.03% | Reduce -21.6% | 4,000 | $290K | $72.50 | No quote |
| 37 | PM | Philip Morris Intl | 0.03% | - | 3,412 | $271K | $79.43 | No quote |
| 38 | GOOGL | Alphabet Class A | 0.03% | Add +8.4% | 402 | $257K | $639.30 | No quote |
| 39 | FAST | Fastenal | 0.03% | Reduce -7.9% | 7,000 | $256K | $36.57 | No quote |
| 40 | MSM | Msc Indl Direct Cl A | 0.03% | New | 3,865 | $236K | $61.06 | No quote |
| 41 | OXY | Occidental Petroleum | 0.03% | - | 3,557 | $235K | $66.07 | No quote |
| 42 | LUK | Leucadia National | 0.03% | - | 11,430 | $232K | No quote | No quote |
| 43 | GE | General Electric | 0.03% | Add +4.7% | 8,843 | $223K | $25.22 | No quote |
| 44 | V | Visa | 0.03% | New | 3,144 | $219K | $69.66 | No quote |
| 45 | BRCM | Broadcom Cl A Class A | 0.02% | - | 4,100 | $211K | No quote | No quote |
| 46 | C | Citigroup | 0.02% | - | 4,100 | $203K | $49.51 | No quote |
| 47 | DUK | Duke Power & Light | 0.02% | New | 2,799 | $201K | No quote | No quote |
| 48 | BAC | Bank of America | 0.02% | Add +0.0% | 12,297 | $192K | $15.61 | No quote |
| 49 | SMSI | Smith Micro Software | 0.02% | - | 179,500 | $156K | No quote | No quote |
| 51 | TGI | Triumph Group | - | Sold | 0 | $0 | No quote | No quote |
| 50 | SYNA | Synaptics | - | 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.