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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
+2.49%
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
$2.96B
AUM Growth
-$470M
Cap. Flow
-$332M
Cap. Flow %
-11.23%
Top 10 Hldgs %
93%
Holding
51
New
1
Increased
10
Reduced
16
Closed
2

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.24M
2
FCNCA icon
First Citizens BancShares
FCNCA
+$595K
3
META icon
Meta Platforms (Facebook)
META
+$208K
4
MSFT icon
Microsoft
MSFT
+$41.3K
5
AMZN icon
Amazon
AMZN
+$39.6K

Top Sells

Rank Stock Value
1
SU icon
Suncor Energy
SU
+$30.8M
2
BN icon
Brookfield
BN
+$2.8M
3
MKL icon
Markel Group
MKL
+$2.45M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.65M
5
AER icon
AerCap
AER
+$1.61M

Sector Composition

Rank Sector Weight
1 Financials 32.29%
2 Communication Services 7.1%
3 Industrials 4.96%
4 Consumer Discretionary 3.81%
5 Energy 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.79T
$690K 0.02%
3,143
+200
+7% +$39.6K
CAT icon
27
Caterpillar
CAT
$381B
$667K 0.02%
1,717
– –
BAM icon
28
Brookfield Asset Management
BAM
$83.5B
$640K 0.02%
11,586
– –
SPY icon
29
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$596K 0.02%
965
– –
XT icon
30
iShares Future Exponential Technologies ETF
XT
$3.97B
$574K 0.02%
8,800
– –
GEV icon
31
GE Vernova
GEV
$255B
$523K 0.02%
988
– –
RTX icon
32
RTX Corp
RTX
$283B
$509K 0.02%
3,489
– –
UBER icon
33
Uber
UBER
$161B
$466K 0.02%
4,990
– –
QQQ icon
34
Invesco QQQ Trust
QQQ
$486B
$396K 0.01%
717
– –
BH icon
35
Biglari Holdings Class B
BH
$1.24B
$392K 0.01%
1,340
– –
WFC icon
36
Wells Fargo
WFC
$254B
$354K 0.01%
4,413
-500
-10% -$36.1K
NVDA icon
37
NVIDIA
NVDA
$5.2T
$335K 0.01%
2,117
– –
FAST icon
38
Fastenal
FAST
$58.8B
$333K 0.01%
7,920
– –
COP icon
39
ConocoPhillips
COP
$162B
$299K 0.01%
3,334
– –
SCHG icon
40
Schwab US Large-Cap Growth ETF
SCHG
$62B
$286K 0.01%
9,800
– –
JPM icon
41
JPMorgan Chase
JPM
$935B
$276K 0.01%
953
+1
+0.1% +$255
ITW icon
42
Illinois Tool Works
ITW
$80.4B
$272K 0.01%
1,100
– –
GLW icon
43
Corning
GLW
$129B
$266K 0.01%
5,050
– –
BA icon
44
Boeing
BA
$169B
$261K 0.01%
1,245
– –
VZ icon
45
Verizon
VZ
$205B
$252K 0.01%
5,822
+17
+0.3% +$736
META icon
46
Meta Platforms (Facebook)
META
$1.4T
$248K 0.01%
+336
New +$208K
DGX icon
47
Quest Diagnostics
DGX
$27B
$234K 0.01%
1,300
– –
CDLX icon
48
Cardlytics
CDLX
$25.3M
$123K ﹤0.01%
7,450
+1,280
+21% +$22.1K
CVX icon
49
Chevron
CVX
$403B
– –
-1,350
Closed -$226K
PG icon
50
Procter & Gamble
PG
$336B
– –
-1,200
Closed -$205K
1
2

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EAM
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TAM
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EDRH
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CIA
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Steven Check's Q2 2025 Portfolio in Review

As of Q2 2025, Steven Check held 51 positions worth $2.96B, down 14% from $3.43B the previous quarter. Its ten largest holdings account for 93% of the portfolio.

Steven Check withdrew a net $332M in Q2 2025, closing 2 positions and reducing 16 holdings. Its most notable exit was Chevron, an estimated $226K position sold in full.

By sector, the portfolio is most concentrated in Financials at 32% of assets, up from 28% a quarter earlier, followed by Communication Services and Industrials.

Against the trend, Steven Check opened a new position in Meta Platforms (Facebook) worth $248K.

  • Steven Check's largest Q2 2025 buy was Meta Platforms (Facebook): 336 shares worth $248K.
  • Steven Check added most to Berkshire Hathaway Class B in Q2 2025, an estimated $5.24M increase.
  • Steven Check's biggest Q2 2025 reduction was Suncor Energy, cutting an estimated $30.8M.
  • Steven Check fully exited Chevron in Q2 2025, selling an estimated $226K.
  • Steven Check's ten largest holdings make up 93% of its $2.96B portfolio in Q2 2025.
  • Steven Check opened 1 new position and closed 2 in Q2 2025.
  • Steven Check's portfolio value fell 14% quarter-over-quarter to $2.96B.

Based on Check Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.