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Steven Check Check Capital Management

AUM $7.52B
1-Year Est. Return 15.3%
 

Steven Check is the founder of Check Capital Management, a value-oriented firm known for research-driven equity portfolios and a long-term client focus. The firm often emphasizes understandable businesses purchased with a margin of safety. Check’s public commentary and portfolio disclosures appeal to investors who prefer classical value frameworks.

This Fund
S&P 500
This Quarter Est. Return
+8.27%
1 Year Est. Return
+15.3%
3 Year Est. Return
+66.62%
5 Year Est. Return
+84.34%
10 Year Est. Return
+232.1%
AUM
$7.52B
AUM Growth
+$4.09B
Cap. Flow
+$3.76B
Cap. Flow %
50.01%
Top 10 Hldgs %
94.22%
Holding
54
New
5
Increased
25
Reduced
6
Closed
2

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$543M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$231M
3
BN icon
Brookfield
BN
+$198M
4
MKL icon
Markel Group
MKL
+$152M
5
AER icon
AerCap
AER
+$113M

Top Sells

Rank Stock Value
1
COP icon
ConocoPhillips
COP
+$334K
2
VZ icon
Verizon
VZ
+$241K
3
TSLA icon
Tesla
TSLA
+$59.7K
4
UNH icon
UnitedHealth
UNH
+$40.8K
5
BH.A icon
Biglari Holdings Class A
BH.A
+$26.3K

Sector Composition

Rank Sector Weight
1 Financials 28.06%
2 Communication Services 9.74%
3 Industrials 3.21%
4 Consumer Discretionary 3.1%
5 Consumer Staples 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRUP icon
26
Trupanion
TRUP
$1.36B
$993K 0.01%
40,075
-620
-2% -$15.1K
TSLA icon
27
Tesla
TSLA
$1.43T
$988K 0.01%
2,350
-150
-6% -$59.7K
XT icon
28
iShares Future Exponential Technologies ETF
XT
$3.97B
$727K 0.01%
8,800
– –
SPY icon
29
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$721K 0.01%
965
– –
BAC icon
30
Bank of America
BAC
$431B
$686K 0.01%
12,038
+6
+0% +$319
RTX icon
31
RTX Corp
RTX
$283B
$662K 0.01%
3,489
– –
NVDA icon
32
NVIDIA
NVDA
$5.2T
$616K 0.01%
3,077
+960
+45% +$197K
BAM icon
33
Brookfield Asset Management
BAM
$83.5B
$589K 0.01%
13,129
+175
+1% +$8.26K
UNH icon
34
UnitedHealth
UNH
$350B
$466K 0.01%
1,122
-110
-9% -$40.8K
BH icon
35
Biglari Holdings Class B
BH
$1.24B
$412K 0.01%
967
– –
FAST icon
36
Fastenal
FAST
$58.8B
$380K 0.01%
7,920
– –
WFC icon
37
Wells Fargo
WFC
$254B
$370K ﹤0.01%
4,483
+70
+2% +$5.63K
UBER icon
38
Uber
UBER
$161B
$351K ﹤0.01%
4,865
+5
+0.1% +$367
SCHG icon
39
Schwab US Large-Cap Growth ETF
SCHG
$62B
$332K ﹤0.01%
9,800
– –
JPM icon
40
JPMorgan Chase
JPM
$935B
$313K ﹤0.01%
957
+1
+0.1% +$311
BA icon
41
Boeing
BA
$169B
$313K ﹤0.01%
1,445
– –
FDX icon
42
FedEx
FDX
$76.9B
$301K ﹤0.01%
961
-32
-3% -$11.6K
ITW icon
43
Illinois Tool Works
ITW
$80.4B
$298K ﹤0.01%
1,100
– –
DGX icon
44
Quest Diagnostics
DGX
$27B
$276K ﹤0.01%
1,300
– –
CFG icon
45
Citizens Financial Group
CFG
$29.4B
$266K ﹤0.01%
3,800
– –
FCX icon
46
Freeport-McMoran
FCX
$110B
$244K ﹤0.01%
+3,881
New +$249K
HBM icon
47
Hudbay
HBM
$13.4B
$235K ﹤0.01%
+9,940
New +$251K
LRCX icon
48
Lam Research
LRCX
$393B
$217K ﹤0.01%
+500
New +$152K
TGB
49
Trekor Metals
TGB
$3.36B
$216K ﹤0.01%
+31,350
New +$224K
CVX icon
50
Chevron
CVX
$403B
$207K ﹤0.01%
1,250
-100
-7% -$18.6K
1
2
3

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EAM
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TAM
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CIA
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Steven Check's Q2 2026 Portfolio in Review

As of Q2 2026, Steven Check held 54 positions worth $7.52B, up 119% from $3.44B the previous quarter. Its ten largest holdings account for 94% of the portfolio.

Steven Check deployed $3.76B of net new capital in Q2 2026, opening 5 new positions and adding to 25 existing holdings. Its largest new stake was Hudbay: 9,940 shares worth $235K.

By sector, the portfolio is most concentrated in Financials at 28% of assets, down from 29% a quarter earlier, followed by Communication Services and Industrials.

On the sell side, the largest reduction was Tesla, an estimated $59.7K trimmed.

  • Steven Check's largest Q2 2026 buy was Hudbay: 9,940 shares worth $235K.
  • Steven Check added most to Berkshire Hathaway Class B in Q2 2026, an estimated $543M increase.
  • Steven Check's biggest Q2 2026 reduction was Tesla, cutting an estimated $59.7K.
  • Steven Check fully exited ConocoPhillips in Q2 2026, selling an estimated $334K.
  • Steven Check's ten largest holdings make up 94% of its $7.52B portfolio in Q2 2026.
  • Steven Check opened 5 new positions and closed 2 in Q2 2026.
  • Steven Check's portfolio value rose 119% quarter-over-quarter to $7.52B.

Based on Check Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.