2026 Q3 Portfolio Activity
In 2026 Q3, STEGINSKY CAPITAL LLC maintained a portfolio of 8 distinct positions.
Position History
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Total Positions
8
Quarter
2026 Q3
Top Holding
GOOG (36.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
STEGINSKY CAPITAL LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOG
ALPHABET INC CA...
|
Communication Services | 36.34% | 36.56% |
#1
Prev: #1
|
6.5 |
—
|
-38,970 | -5.7% |
P
S
|
650,350 | $221,600 |
$107.72
+222.5%
|
2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | ||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 19.92% | 18.99% |
#2
Prev: #2
|
6.0 |
—
|
-1,841 | -1.4% |
P
S
|
133,430 | $121,467 |
$235.10
+292.8%
|
2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | ||
|
FAST
FASTENAL CO
|
Industrials | 13.40% | 12.39% |
#3
1
Prev: #4
|
5.5 |
—
|
-69,388 | -4.0% |
P
S
|
1,649,829 | $81,716 |
$29.31
+73.0%
|
2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | ||
|
MKL
MARKEL CORP
|
Financial Services | 12.45% | 13.31% |
#4
1
Prev: #3
|
5.0 |
—
|
-1,075 | -2.4% |
P
S
|
44,331 | $75,915 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
MLM
MARTIN MARIETTA...
|
Basic Materials | 10.62% | 11.99% |
#5
Prev: #5
|
5.0 |
—
|
-3,528 | -2.5% |
P
S
|
135,021 | $64,784 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 6.02% | 5.59% |
#6
Prev: #6
|
2.9 |
—
|
-672 | -0.9% |
P
S
|
73,758 | $36,728 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
GOOGL
ALPHABET INC CL...
|
Communication Services | 0.75% | 0.71% |
#7
Prev: #7
|
1.3 |
—
|
no change | no change |
P
S
|
13,327 | $4,586 | 2017 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.49% | 0.45% |
#8
Prev: #8
|
1.2 |
—
|
no change | no change |
P
S
|
4 | $2,988 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 |
Showing 1-8 of 8 holdings