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 55 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway | 32.11% | Add +0.5% | 2,205,369 | $319.32M | $144.79 | No quote |
| 2 | WFC | Wells Fargo | 7.57% | Reduce -0.7% | 1,590,781 | $75.29M | $47.33 | No quote |
| 3 | VZ | Verizon | 6.53% | Reduce -10.1% | 1,162,207 | $64.9M | $55.84 | No quote |
| 4 | AFL | Aflac | 5.79% | Reduce -1.4% | 797,762 | $57.57M | $72.16 | No quote |
| 5 | IBM | IBM | 5.42% | Reduce -2.9% | 355,280 | $53.92M | $151.78 | No quote |
| 6 | FDX | FedEx | 4.93% | Add +8.0% | 323,333 | $49.08M | $151.78 | No quote |
| 7 | INGR | Ingredion | 3.95% | Reduce -2.2% | 303,841 | $39.32M | $129.41 | No quote |
| 8 | USB | US Bancorp | 3.39% | Add +2.5% | 835,061 | $33.68M | $40.33 | No quote |
| 9 | QCOM | Qualcomm | 3.13% | Add +3.9% | 581,501 | $31.15M | $53.57 | No quote |
| 10 | ESRX | Express Scripts | 3.11% | Add +1.8% | 408,050 | $30.93M | No quote | No quote |
| 11 | SU | Suncor | 3.08% | Add +2.5% | 1,103,156 | $30.59M | $27.73 | No quote |
| 12 | LH | Lab Corp of America | 2.94% | Add +0.2% | 224,685 | $29.27M | $130.27 | No quote |
| 13 | ORCL | Oracle Systems | 2.94% | Add +1.8% | 714,129 | $29.23M | $40.93 | No quote |
| 14 | AXP | American Express | 2.91% | Add +12.0% | 475,750 | $28.91M | $60.76 | No quote |
| 15 | SPB | Spectrum Brands | 2.54% | Reduce -0.8% | 211,348 | $25.22M | $119.31 | No quote |
| 16 | JNJ | Johnson & Johnson | 1.62% | Reduce -8.5% | 132,999 | $16.13M | $121.30 | No quote |
| 17 | WYN | Wyndham | 1.51% | New | 210,460 | $14.99M | No quote | No quote |
| 18 | EMR | Emerson Electric | 1.16% | Reduce -5.0% | 221,488 | $11.55M | $52.16 | No quote |
| 19 | BRK-A | Berkshire Hathaway 'A' | 1.09% | Reduce -2.0% | 50 | $10.85M | $216980.00 | No quote |
| 20 | WMT | Wal-Mart | 0.99% | Reduce -3.9% | 135,114 | $9.87M | $73.02 | No quote |
| 21 | HOG | Harley-Davidson | 0.81% | Add +83.5% | 178,497 | $8.09M | $45.30 | No quote |
| 22 | PSX | Phillips 66 | 0.66% | Add +691.0% | 82,266 | $6.53M | $79.34 | No quote |
| 23 | MSFT | Microsoft | 0.40% | Reduce -4.9% | 78,208 | $4M | $51.17 | No quote |
| 24 | ABT | Abbott Labs | 0.33% | Add +18.8% | 83,476 | $3.28M | $39.30 | No quote |
| 25 | AAPL | Apple | 0.12% | Reduce -0.1% | 12,044 | $1.15M | $95.57 | No quote |
| 26 | CVX | Chevron | 0.09% | Add +53.3% | 8,990 | $942K | $104.78 | No quote |
| 27 | MKL | Markel | 0.09% | Reduce -51.8% | 912 | $869K | $952.85 | No quote |
| 28 | ACN | Accenture | 0.08% | Reduce -6.4% | 7,300 | $827K | $113.29 | No quote |
| 29 | CSX | C S X | 0.08% | Reduce -3.7% | 31,431 | $820K | $26.09 | No quote |
| 30 | FAST | Fastenal | 0.08% | Reduce -0.8% | 17,580 | $780K | $44.37 | No quote |
| 31 | T | AT&T | 0.06% | Reduce -2.7% | 13,426 | $580K | $43.20 | No quote |
| 32 | MEI | Methode Electronics | 0.05% | - | 15,800 | $541K | No quote | No quote |
| 33 | BH | Biglari Holdings | 0.04% | New | 1,099 | $443K | $403.09 | No quote |
| 34 | DIS | Disney (Walt) | 0.04% | Add +6.3% | 4,221 | $413K | $97.84 | No quote |
| 35 | HAL | Halliburton | 0.04% | Add +1.9% | 8,917 | $404K | $45.31 | No quote |
| 36 | GLW | Corning | 0.03% | - | 16,589 | $340K | $20.50 | No quote |
| 37 | COP | Conocophillips | 0.03% | Add +2.6% | 7,284 | $318K | $43.66 | No quote |
| 38 | GE | General Electric | 0.03% | Add +0.8% | 10,079 | $317K | $31.45 | No quote |
| 39 | MSM | MSC Industrial | 0.03% | - | 3,865 | $273K | $70.63 | No quote |
| 40 | SH | Proshares Short S&P 500 | 0.03% | Reduce -50.0% | 6,750 | $268K | No quote | No quote |
| 41 | LUK | Leucadia National | 0.03% | Add +3.9% | 14,580 | $253K | No quote | No quote |
| 42 | ESV | Ensco | 0.03% | - | 25,935 | $252K | No quote | No quote |
| 43 | AMGN | Amgen | 0.03% | - | 1,650 | $251K | $152.12 | No quote |
| 45 | DUK | Duke Power & Light | 0.02% | - | 2,799 | $240K | No quote | No quote |
| 44 | BAC | Bank of America | 0.02% | Reduce -7.0% | 18,103 | $240K | $13.26 | No quote |
| 46 | V | Visa | 0.02% | - | 3,144 | $233K | $74.11 | No quote |
| 47 | SMSI | Smith Micro Software | 0.01% | Reduce -0.9% | 170,500 | $101K | No quote | No quote |
| 48 | HRTFF | Harte Gold | 0.00% | New | 25,200 | $5K | No quote | No quote |
| 52 | MCD | McDonald's | - | Sold | 0 | $0 | No quote | No quote |
| 51 | KMB | Kimberly-Clark | - | Sold | 0 | $0 | No quote | No quote |
| 50 | COF | Capital One Fin'l | - | Sold | 0 | $0 | No quote | No quote |
| 49 | MMM | 3M | - | 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.