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 45 of 58 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway | 32.93% | Add +9.5% | 2,194,363 | $311.34M | $141.88 | No quote |
| 2 | WFC | Wells Fargo | 8.19% | Reduce -2.2% | 1,601,922 | $77.47M | $48.36 | No quote |
| 3 | VZ | Verizon | 7.40% | Add +1.3% | 1,293,367 | $69.95M | $54.08 | No quote |
| 4 | IBM | IBM | 5.86% | Reduce -4.5% | 365,824 | $55.4M | $151.45 | No quote |
| 5 | AFL | Aflac | 5.40% | Add +9.2% | 808,943 | $51.08M | $63.14 | No quote |
| 6 | FDX | FedEx | 5.15% | Add +26.8% | 299,431 | $48.72M | $162.72 | No quote |
| 7 | INGR | Ingredion | 3.51% | Reduce -3.7% | 310,612 | $33.17M | $106.79 | No quote |
| 8 | USB | US Bancorp | 3.50% | Add +97.5% | 814,694 | $33.07M | $40.59 | No quote |
| 9 | SU | Suncor | 3.16% | Reduce -1.9% | 1,075,856 | $29.92M | $27.81 | No quote |
| 10 | ORCL | Oracle Systems | 3.04% | Reduce -1.3% | 701,453 | $28.7M | $40.91 | No quote |
| 11 | QCOM | Qualcomm | 3.03% | Reduce -1.5% | 559,504 | $28.61M | $51.14 | No quote |
| 12 | ESRX | Express Scripts | 2.91% | Add +1.6% | 400,880 | $27.54M | No quote | No quote |
| 13 | LH | Lab Corp of America | 2.78% | New | 224,275 | $26.27M | $117.13 | No quote |
| 14 | AXP | American Express | 2.76% | Reduce -4.3% | 424,639 | $26.07M | $61.40 | No quote |
| 15 | SPB | Spectrum Brands | 2.46% | Add +7.8% | 213,043 | $23.28M | $109.28 | No quote |
| 16 | JNJ | Johnson & Johnson | 1.66% | Reduce -7.1% | 145,382 | $15.73M | $108.20 | No quote |
| 17 | EMR | Emerson Electric | 1.34% | Reduce -5.4% | 233,056 | $12.67M | $54.38 | No quote |
| 18 | BRK-A | Berkshire Hathaway 'A' | 1.15% | Add +2.0% | 51 | $10.89M | $213450.98 | No quote |
| 19 | WMT | Wal-Mart | 1.02% | Reduce -4.2% | 140,521 | $9.62M | $68.49 | No quote |
| 20 | HOG | Harley-Davidson | 0.53% | Reduce -6.8% | 97,252 | $4.99M | $51.33 | No quote |
| 21 | MSFT | Microsoft | 0.48% | Reduce -6.7% | 82,247 | $4.54M | $55.24 | No quote |
| 22 | ABT | Abbott Labs | 0.31% | Add +29.7% | 70,276 | $2.94M | $41.84 | No quote |
| 23 | MKL | Markel | 0.18% | Reduce -38.0% | 1,890 | $1.69M | $891.53 | No quote |
| 24 | AAPL | Apple | 0.14% | Reduce -3.2% | 12,053 | $1.31M | $109.02 | No quote |
| 25 | PSX | Phillips 66 | 0.10% | New | 10,400 | $901K | $86.63 | No quote |
| 26 | ACN | Accenture | 0.10% | Reduce -26.4% | 7,800 | $900K | $115.38 | No quote |
| 27 | FAST | Fastenal | 0.09% | Reduce -1.7% | 17,730 | $869K | $49.01 | No quote |
| 28 | MCD | McDonald's | 0.09% | Reduce -43.5% | 6,800 | $855K | $125.74 | No quote |
| 29 | CSX | C S X | 0.09% | Reduce -14.7% | 32,631 | $840K | $25.74 | No quote |
| 30 | CVX | Chevron | 0.06% | Add +1.4% | 5,865 | $560K | $95.48 | No quote |
| 31 | T | AT&T | 0.06% | Reduce -0.9% | 13,801 | $541K | $39.20 | No quote |
| 32 | MEI | Methode Electronics | 0.05% | Reduce -29.5% | 15,800 | $462K | No quote | No quote |
| 33 | DIS | Disney (Walt) | 0.04% | Reduce -25.9% | 3,971 | $394K | $99.22 | No quote |
| 34 | GLW | Corning | 0.04% | Reduce -6.4% | 16,589 | $347K | $20.92 | No quote |
| 35 | GE | General Electric | 0.03% | Add +1.6% | 9,998 | $318K | $31.81 | No quote |
| 36 | HAL | Halliburton | 0.03% | Reduce -25.5% | 8,751 | $313K | $35.77 | No quote |
| 37 | MSM | MSC Industrial | 0.03% | - | 3,865 | $295K | $76.33 | No quote |
| 38 | COP | Conocophillips | 0.03% | - | 7,100 | $286K | $40.28 | No quote |
| 39 | SH | Proshares Short S&P 500 | 0.03% | - | 13,500 | $276K | No quote | No quote |
| 40 | ESV | Ensco | 0.03% | Add +13.6% | 25,935 | $269K | No quote | No quote |
| 41 | BAC | Bank of America | 0.03% | Add +4.1% | 19,461 | $263K | $13.51 | No quote |
| 42 | KMB | Kimberly-Clark | 0.03% | New | 1,936 | $260K | $134.30 | No quote |
| 43 | MMM | 3M | 0.03% | New | 1,527 | $254K | $166.34 | No quote |
| 44 | AMGN | Amgen | 0.03% | Reduce -29.8% | 1,650 | $247K | $149.70 | No quote |
| 45 | V | Visa | 0.03% | - | 3,144 | $240K | $76.34 | No quote |
| 46 | LUK | Leucadia National | 0.02% | Add +22.8% | 14,030 | $227K | No quote | No quote |
| 47 | DUK | Duke Power & Light | 0.02% | New | 2,799 | $226K | No quote | No quote |
| 48 | COF | Capital One Fin'l | 0.02% | Reduce -25.0% | 3,000 | $208K | $69.33 | No quote |
| 49 | SMSI | Smith Micro Software | 0.01% | New | 172,000 | $101K | No quote | No quote |
| 55 | - | Smith Micro SoftwareCUSIP 83215410 | - | Sold | 0 | $0 | No quote | No quote |
| 54 | PG | Procter & Gamble | - | Sold | 0 | $0 | No quote | No quote |
| 53 | PCP | Precision Castparts | - | Sold | 0 | $0 | No quote | No quote |
| 52 | CVS | CVS Caremark | - | Sold | 0 | $0 | No quote | No quote |
| 51 | C | Citigroup | - | Sold | 0 | $0 | No quote | No quote |
| 50 | BRCM | Broadcom Cl A 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.