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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
SCHA icon
51
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$202K ﹤0.01%
+5,600
New +$185K
COP icon
52
ConocoPhillips
COP
$162B
– –
-2,534
Closed -$334K
VZ icon
53
Verizon
VZ
$205B
– –
-4,800
Closed -$241K
1 2
3

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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.