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 48 of 52 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway | 34.33% | Add +1.0% | 1,072,065 | $520.78M | $485.77 | |
| 2 | BN | Brookfield Corp. | 12.00% | Reduce -1.7% | 2,943,591 | $182.06M | $61.85 | |
| 3 | MKL | Markel | 10.24% | Reduce -1.6% | 77,780 | $155.35M | $1997.36 | |
| 4 | GOOG | Alphabet | 8.44% | Reduce -1.4% | 721,952 | $128.07M | $177.39 | |
| 5 | AER | AerCap Holdings | 6.47% | Reduce -1.8% | 838,329 | $98.08M | $117.00 | |
| 6 | FCNCA | First Citizens | 4.42% | Add +1.0% | 34,286 | $67.08M | $1956.45 | |
| 7 | LKQ | LKQ Corp | 3.88% | Reduce -0.6% | 1,590,163 | $58.85M | $37.01 | |
| 8 | DIS | Disney (Walt) | 3.54% | Reduce -1.2% | 433,462 | $53.75M | $124.01 | |
| 9 | FDX | FedEx | 2.98% | Reduce -0.8% | 198,927 | $45.22M | $227.31 | |
| 10 | KMX | CarMax | 2.65% | Reduce -1.8% | 598,979 | $40.26M | $67.21 | |
| 11 | SU | Suncor | 2.08% | Reduce -50.3% | 841,456 | $31.51M | $37.45 | |
| 12 | HSY | Hershey Foods | 2.04% | Reduce -0.8% | 186,554 | $30.96M | $165.95 | |
| 13 | SIRI | Sirius XM | 1.77% | Reduce -0.5% | 1,166,596 | $26.8M | $22.97 | |
| 14 | BRK-A | Berkshire Hathaway 'A' | 1.39% | - | 29 | $21.14M | $728800.00 | |
| 15 | - | CimpressCUSIP 045290255 | 1.14% | Add +1.8% | 368,129 | $17.3M | No quote | No quote |
| 16 | W | Wayfair | 0.56% | Reduce -0.5% | 166,983 | $8.54M | $51.14 | |
| 17 | AAPL | Apple | 0.36% | Add +0.1% | 26,675 | $5.47M | $205.17 | |
| 18 | BAC | Bank of America | 0.26% | Reduce -7.5% | 84,065 | $3.98M | $47.32 | |
| 19 | BHA | Biglari Cl A | 0.21% | Reduce -0.1% | 2,312 | $3.24M | No quote | No quote |
| 20 | MSFT | Microsoft | 0.20% | Add +1.6% | 6,126 | $3.05M | $497.39 | |
| 21 | TRUP | Trupanion Inc. | 0.16% | Add +1.8% | 43,080 | $2.38M | $55.35 | |
| 22 | AMGN | Amgen | 0.07% | - | 3,795 | $1.06M | $279.21 | |
| 23 | GS | Goldman Sachs | 0.06% | - | 1,230 | $870.53K | $707.75 | |
| 24 | GE | General Electric | 0.06% | - | 3,240 | $833.94K | $257.39 | |
| 25 | TSLA | Tesla Motors | 0.05% | - | 2,528 | $803.04K | $317.66 | |
| 26 | AMZN | Amazon Com | 0.05% | Add +6.8% | 3,143 | $689.58K | $219.40 | |
| 27 | CAT | Caterpillar Tractor | 0.04% | - | 1,717 | $666.56K | $388.21 | |
| 28 | BAM | Brookfield Asset Management | 0.04% | - | 11,586 | $640.47K | $55.28 | |
| 29 | GOOGL | Alphabet Class A | 0.04% | Add +2.8% | 3,620 | $637.97K | $176.24 | |
| 30 | SPY | SPDR S&P 500 | 0.04% | - | 965 | $596.23K | $617.85 | |
| 31 | XT | IShares Exponential Technologi | 0.04% | - | 8,800 | $574.2K | $65.25 | No quote |
| 32 | GEV | GE Vernova | 0.03% | - | 988 | $522.8K | $529.15 | |
| 33 | RTX | Raytheon Technologies | 0.03% | - | 3,489 | $509.46K | $146.02 | |
| 34 | UBER | Uber | 0.03% | - | 4,990 | $465.57K | $93.30 | |
| 35 | QQQ | Powershares QQQ Trust | 0.03% | - | 717 | $395.53K | $551.64 | |
| 36 | BH | Biglari Holdings | 0.03% | - | 1,340 | $391.56K | $292.21 | No quote |
| 37 | WFC | Wells Fargo | 0.02% | Reduce -10.2% | 4,413 | $353.57K | $80.12 | |
| 38 | NVDA | Nvidia | 0.02% | - | 2,117 | $334.5K | $158.01 | |
| 39 | FAST | Fastenal | 0.02% | -2:1 split | 7,920 | $332.64K | $42.00 | |
| 40 | COP | Conocophillips | 0.02% | - | 3,334 | $299.19K | $89.74 | |
| 41 | SCHG | Schwab US Large Cap Growth | 0.02% | - | 9,800 | $286.26K | $29.21 | No quote |
| 42 | JPM | JPMorgan Chase | 0.02% | Add +0.1% | 953 | $276.29K | $289.91 | |
| 43 | ITW | Illinois Tool Works | 0.02% | - | 1,100 | $271.98K | $247.25 | |
| 44 | GLW | Corning | 0.02% | - | 5,050 | $265.58K | $52.59 | |
| 45 | BA | Boeing Co | 0.02% | - | 1,245 | $260.87K | $209.53 | |
| 46 | VZ | Verizon | 0.02% | Add +0.3% | 5,822 | $251.94K | $43.27 | |
| 47 | META | Meta Platforms Inc. | 0.02% | New | 336 | $248K | $738.09 | |
| 48 | DGX | Quest Diagnostics | 0.02% | - | 1,300 | $233.52K | $179.63 | |
| 49 | CDLX | Cardlytics | 0.01% | Add +20.8% | 74,500 | $122.55K | $1.65 | |
| 51 | PG | Procter & Gamble | - | Sold | 0 | $0 | No quote | No quote |
| 50 | CVX | Chevron | - | 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.
| 1 | BRK-B | Berkshire HathawayCOM | CALL | Reduce -16.4% | 2,965,500 | $1.44B |