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Focused investors/Steven Check

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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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Financial Services: 60.7% ($1.05B)Communication Services: 21.1% ($365.76M)Industrials: 6.8% ($117.77M)Consumer Cyclical: 6.6% ($114.4M)Unclassified: 2.8% ($48.05M)Consumer Defensive: 2.1% ($36.02M)

Sector breakdown

  • Financial Services(7)60.7%
  • Communication Services(3)21.1%
  • Industrials(1)6.8%
  • Consumer Cyclical(3)6.6%
  • Unclassified(1)2.8%
  • Consumer Defensive(1)2.1%