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 44 of 58 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway | 30.39% | Reduce -0.6% | 2,003,867 | $264.59M | $132.04 | No quote |
| 2 | WFC | Wells Fargo | 10.23% | Reduce -5.2% | 1,638,030 | $89.04M | $54.36 | No quote |
| 3 | VZ | Verizon | 6.78% | Add +6.6% | 1,276,670 | $59.01M | $46.22 | No quote |
| 4 | IBM | IBM | 6.06% | Reduce -3.8% | 383,254 | $52.74M | $137.62 | No quote |
| 5 | AFL | Aflac | 5.09% | Add +0.3% | 740,692 | $44.37M | $59.90 | No quote |
| 6 | PCP | Precision Castparts | 4.06% | Reduce -5.4% | 152,317 | $35.34M | No quote | No quote |
| 7 | FDX | FedEx | 4.04% | New | 236,176 | $35.19M | $148.99 | No quote |
| 8 | ESRX | Express Scripts | 3.96% | Add +1.1% | 394,400 | $34.48M | No quote | No quote |
| 9 | INGR | Ingredion | 3.55% | Reduce -0.7% | 322,472 | $30.91M | $95.84 | No quote |
| 10 | AXP | American Express | 3.54% | Reduce -3.6% | 443,771 | $30.86M | $69.55 | No quote |
| 11 | QCOM | Qualcomm | 3.26% | Reduce -1.3% | 568,149 | $28.4M | $49.99 | No quote |
| 12 | SU | Suncor | 3.25% | Add +0.7% | 1,097,215 | $28.31M | $25.80 | No quote |
| 13 | ORCL | Oracle Systems | 2.98% | Reduce -6.2% | 710,474 | $25.95M | $36.53 | No quote |
| 14 | SPB | Spectrum Brands | 2.31% | New | 197,709 | $20.13M | $101.80 | No quote |
| 15 | USB | US Bancorp | 2.02% | Add +13.7% | 412,524 | $17.6M | $42.67 | No quote |
| 16 | JNJ | Johnson & Johnson | 1.85% | Add +14.5% | 156,488 | $16.07M | $102.72 | No quote |
| 17 | EMR | Emerson Electric | 1.35% | Reduce -9.3% | 246,356 | $11.78M | $47.83 | No quote |
| 18 | BRK-A | Berkshire Hathaway A | 1.14% | Reduce -3.9% | 50 | $9.89M | $197800.00 | No quote |
| 19 | WMT | Wal-Mart | 1.03% | Reduce -1.0% | 146,621 | $8.99M | $61.30 | No quote |
| 20 | MSFT | Microsoft | 0.56% | Add +1.0% | 88,181 | $4.89M | $55.48 | No quote |
| 21 | HOG | Harley-Davidson | 0.54% | Reduce -8.7% | 104,298 | $4.73M | $45.39 | No quote |
| 22 | MKL | Markel | 0.31% | Reduce -89.6% | 3,046 | $2.69M | $883.45 | No quote |
| 23 | ABT | Abbott Labs | 0.28% | Reduce -7.1% | 54,167 | $2.43M | $44.92 | No quote |
| 24 | MCD | McDonald's | 0.16% | Reduce -93.6% | 12,035 | $1.42M | $118.16 | No quote |
| 25 | AAPL | Apple | 0.15% | Reduce -20.3% | 12,453 | $1.31M | $105.28 | No quote |
| 26 | ACN | Accenture | 0.13% | Reduce -94.3% | 10,600 | $1.11M | $104.53 | No quote |
| 27 | CSX | C S X | 0.11% | Add +63.2% | 38,231 | $992K | $25.95 | No quote |
| 28 | FAST | Fastenal | 0.08% | Add +157.6% | 18,030 | $736K | $40.82 | No quote |
| 29 | MEI | Methode Electronics | 0.08% | Reduce -0.9% | 22,400 | $713K | No quote | No quote |
| 30 | DIS | Disney (Walt) | 0.06% | New | 5,361 | $563K | $105.02 | No quote |
| 31 | CVX | Chevron | 0.06% | Reduce -11.1% | 5,785 | $520K | $89.89 | No quote |
| 32 | T | AT&T | 0.06% | Add +18.5% | 13,926 | $479K | $34.40 | No quote |
| 33 | HAL | Halliburton | 0.05% | Reduce -3.3% | 11,751 | $400K | $34.04 | No quote |
| 34 | AMGN | Amgen | 0.04% | - | 2,350 | $381K | $162.13 | No quote |
| 35 | ESV | Ensco | 0.04% | Reduce -30.5% | 22,835 | $351K | No quote | No quote |
| 36 | COP | Conocophillips | 0.04% | Reduce -11.8% | 7,100 | $331K | $46.62 | No quote |
| 37 | GLW | Corning | 0.04% | - | 17,718 | $324K | $18.29 | No quote |
| 38 | BAC | Bank of America | 0.04% | Add +52.1% | 18,699 | $315K | $16.85 | No quote |
| 39 | GE | General Electric | 0.04% | Add +11.3% | 9,843 | $307K | $31.19 | No quote |
| 40 | COF | Capital One Fin'l | 0.03% | - | 4,000 | $289K | $72.25 | No quote |
| 41 | SH | Proshares Short S&P 500 | 0.03% | - | 13,500 | $282K | No quote | No quote |
| 42 | V | Visa | 0.03% | - | 3,144 | $244K | $77.61 | No quote |
| 43 | BRCM | Broadcom Cl A Class A | 0.03% | - | 4,100 | $237K | No quote | No quote |
| 44 | CVS | CVS Caremark | 0.03% | New | 2,350 | $230K | $97.87 | No quote |
| 45 | MSM | MSC Industrial | 0.02% | - | 3,865 | $217K | $56.14 | No quote |
| 46 | PG | Procter & Gamble | 0.02% | New | 2,699 | $214K | $79.29 | No quote |
| 47 | C | Citigroup | 0.02% | - | 4,100 | $212K | $51.71 | No quote |
| 48 | LUK | Leucadia National | 0.02% | - | 11,430 | $199K | No quote | No quote |
| 49 | - | Smith Micro SoftwareCUSIP 83215410 | 0.00% | New | 17,950 | $13K | No quote | No quote |
| 55 | UNH | UnitedHealth | - | Sold | 0 | $0 | No quote | No quote |
| 54 | SMSI | Smith Micro Software | - | Sold | 0 | $0 | No quote | No quote |
| 53 | PM | Philip Morris Intl | - | Sold | 0 | $0 | No quote | No quote |
| 52 | OXY | Occidental Petroleum | - | Sold | 0 | $0 | No quote | No quote |
| 51 | DUK | Duke Power & Light | - | Sold | 0 | $0 | No quote | No quote |
| 50 | GOOGL | Alphabet Class A | - | 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.