☆CHECK CAPITAL MANAGEMENT INC/CA
Quality Q
0.951
AUM ($M)
1,768
Positions
52
Turnover
0.03
Top-10 wt
89%
Herfindahl
0.151
History (qtrs)
6
Excess Return
+19.1%
AI Eval Run AI Eval
Holdings · 54 positions · portfolio value $1,627M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆BRKB funds › | Berkshire Hathaway | TRIM | — | 25.7% | -7.0% | 418.5 | 836,370 | -272,020 | 5 | — |
| ☆CUSIP:38259P706 funds › | Alphabet | TRIM | — | 14.5% | +2.3% | 235.9 | 667,737 | -22,662 | 5 | — |
| ☆BN funds › | Brookfield Corp. | ADD | — | 11.5% | +0.6% | 187.5 | 4,402,984 | +23,046 | 5 | — |
| ☆MKL funds › | Markel | ADD | — | 9.5% | +0.4% | 154.7 | 79,209 | +2,323 | 5 | — |
| ☆AER funds › | AerCap Holdings | TRIM | — | 7.2% | +0.3% | 117.8 | 807,867 | -9,788 | 5 | — |
| ☆FCNCA funds › | First Citizens | ADD | — | 5.7% | +0.6% | 92.3 | 44,353 | +285 | 5 | — |
| ☆SIRI funds › | Sirius XM | TRIM | — | 5.3% | +1.1% | 86.5 | 2,927,799 | -14,796 | 5 | — |
| ☆LKQ funds › | LKQ Corp | TRIM | — | 3.1% | -0.4% | 49.7 | 1,886,416 | -30,690 | 5 | — |
| ☆AMZN funds › | Amazon | ADD | — | 3.0% | +0.4% | 49.1 | 206,057 | +1,970 | 5 | — |
| ☆CUSIP:045290255 funds › | Cimpress | ADD | — | 3.0% | +0.8% | 48.1 | 472,485 | +1,019 | 5 | — |
| ☆DIS funds › | Disney (Walt) | ADD | — | 2.7% | +0.1% | 43.3 | 450,174 | +11,641 | 5 | — |
| ☆HSY funds › | Hershey Foods | ADD | — | 2.2% | -0.3% | 36.0 | 205,272 | +12,962 | 5 | — |
| ☆JEF funds › | Jefferies | ADD | — | 2.1% | +0.4% | 34.3 | 685,910 | +5,739 | 3 | -15.4% |
| ☆CUSIP:084670108 funds › | Berkshire Hathaway 'A' | TRIM | — | 1.3% | +0.0% | 21.0 | 28 | -1 | 5 | — |
| ☆W funds › | Wayfair | ADD | — | 1.0% | +0.2% | 15.6 | 169,025 | +1,077 | 5 | — |
| ☆AAPL funds › | Apple | ADD | — | 0.4% | +0.1% | 6.8 | 23,439 | +366 | 5 | — |
| ☆BHA funds › | Biglari Cl A | TRIM | — | 0.2% | +0.0% | 3.3 | 1,562 | -16 | 5 | — |
| ☆FRFHF funds › | Fairfax Finl Hldgs | ADD | — | 0.2% | +0.2% | 3.3 | 1,979 | +1,760 | 3 | -27.7% |
| ☆MSFT funds › | Microsoft | ADD | — | 0.1% | +0.0% | 2.3 | 6,229 | +150 | 5 | — |
| ☆CAT funds › | Caterpillar Tractor | HOLD | — | 0.1% | +0.0% | 1.8 | 1,717 | +0 | 5 | — |
| ☆AMGN funds › | Amgen | HOLD | — | 0.1% | +0.0% | 1.4 | 3,885 | +0 | 5 | — |
| ☆CUSIP:38259P508 funds › | Alphabet Class A | HOLD | — | 0.1% | +0.0% | 1.3 | 3,683 | +0 | 5 | — |
| ☆GLW funds › | Corning | HOLD | — | 0.1% | +0.0% | 1.3 | 5,050 | +0 | 5 | — |
| ☆GS funds › | Goldman Sachs | HOLD | — | 0.1% | +0.0% | 1.2 | 1,230 | +0 | 5 | — |
| ☆CUSIP:369604103 funds › | General Electric | HOLD | — | 0.1% | +0.0% | 1.1 | 2,990 | +0 | 5 | — |
| ☆GEV funds › | GE Vernova | HOLD | — | 0.1% | +0.0% | 1.1 | 901 | +0 | 5 | — |
| ☆TRUP funds › | Trupanion Inc. | TRIM | — | 0.1% | -0.0% | 1.0 | 40,075 | -620 | 5 | — |
| ☆TSLA funds › | Tesla Motors | TRIM | — | 0.1% | +0.0% | 1.0 | 2,350 | -150 | 5 | — |
| ☆XT funds › | IShares Exponential Technologi | HOLD | — | 0.0% | +0.0% | 0.7 | 8,800 | +0 | 5 | — |
| ☆SPY funds › | SPDR S&P 500 | HOLD | — | 0.0% | +0.0% | 0.7 | 965 | +0 | 5 | — |
| ☆BAC funds › | Bank of America | ADD | — | 0.0% | +0.0% | 0.7 | 12,038 | +6 | 5 | — |
| ☆RTX funds › | Raytheon Technologies | HOLD | — | 0.0% | -0.0% | 0.7 | 3,489 | +0 | 5 | — |
| ☆NVDA funds › | Nvidia | ADD | — | 0.0% | +0.0% | 0.6 | 3,077 | +960 | 5 | — |
| ☆BAM funds › | Brookfield Asset Management | ADD | — | 0.0% | +0.0% | 0.6 | 13,129 | +175 | 5 | — |
| ☆UNH funds › | UnitedHealth | TRIM | — | 0.0% | +0.0% | 0.5 | 1,122 | -110 | 4 | +13.8% |
| ☆CUSIP:08986R101 funds › | Biglari Holdings | HOLD | — | 0.0% | +0.0% | 0.4 | 967 | +0 | 5 | — |
| ☆FAST funds › | Fastenal | HOLD | — | 0.0% | +0.0% | 0.4 | 7,920 | +0 | 5 | — |
| ☆WFC funds › | Wells Fargo | ADD | — | 0.0% | +0.0% | 0.4 | 4,483 | +70 | 5 | — |
| ☆UBER funds › | Uber | ADD | — | 0.0% | +0.0% | 0.4 | 4,865 | +5 | 5 | — |
| ☆SCHG funds › | Schwab US Large Cap Growth | HOLD | — | 0.0% | +0.0% | 0.3 | 9,800 | +0 | 5 | — |
| ☆JPM funds › | JPMorgan Chase | ADD | — | 0.0% | +0.0% | 0.3 | 957 | +1 | 5 | — |
| ☆BA funds › | Boeing Co | HOLD | — | 0.0% | +0.0% | 0.3 | 1,445 | +0 | 5 | — |
| ☆FDX funds › | FedEx | TRIM | — | 0.0% | -0.0% | 0.3 | 961 | -32 | 5 | — |
| ☆ITW funds › | Illinois Tool Works | HOLD | — | 0.0% | +0.0% | 0.3 | 1,100 | +0 | 5 | — |
| ☆DGX funds › | Quest Diagnostics | HOLD | — | 0.0% | +0.0% | 0.3 | 1,300 | +0 | 5 | — |
| ☆CFG funds › | Citizens Financial Group | HOLD | — | 0.0% | +0.0% | 0.3 | 3,800 | +0 | 4 | +37.6% |
| ☆FCX funds › | Freeport Mcmoran Copper | NEW | — | 0.0% | +0.0% | 0.2 | 3,881 | +3,881 | 1 | +25.2% |
| ☆HBM funds › | Hudbay Minerals | NEW | — | 0.0% | +0.0% | 0.2 | 9,940 | +9,940 | 1 | +24.5% |
| ☆CUSIP:512807108 funds › | Lam Research | NEW | — | 0.0% | +0.0% | 0.2 | 500 | +500 | 1 | — |
| ☆TGB funds › | Taseko Mines | NEW | — | 0.0% | +0.0% | 0.2 | 31,350 | +31,350 | 1 | +154.9% |
| ☆CVX funds › | Chevron | TRIM | — | 0.0% | -0.0% | 0.2 | 1,250 | -100 | 4 | +11.2% |
| ☆SCHA funds › | Schwab US Small Cap ETF | NEW | — | 0.0% | +0.0% | 0.2 | 5,600 | +5,600 | 1 | +27.4% |
| ☆COP funds › | Conocophillips | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,534 | 0 | — |
| ☆VZ funds › | Verizon | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -4,800 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,627 | 52 | 0.08 | 89% | 0.126 | 0.923 | — | in |
| 2026Q1 | 1,622 | 49 | 0.05 | 90% | 0.156 | 0.943 | — | in |
| 2025Q4 | 1,673 | 50 | 0.07 | 92% | 0.164 | 0.927 | — | in |
| 2025Q3 | 1,579 | 50 | 0.06 | 90% | 0.165 | 0.929 | — | in |
| 2025Q2 | 1,517 | 49 | 0.06 | 89% | 0.162 | 0.934 | — | entered |
| 2025Q1 | 1,538 | 50 | 0.00 | 89% | 0.173 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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