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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
+6.29%
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
$3.03B
AUM Growth
+$76.4M
Cap. Flow
-$43.7M
Cap. Flow %
-1.44%
Top 10 Hldgs %
93.27%
Holding
52
New
3
Increased
14
Reduced
12
Closed
2

Top Buys

Rank Stock Value
1
SIRI icon
SiriusXM
SIRI
+$20.7M
2
FCNCA icon
First Citizens BancShares
FCNCA
+$2.13M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.5M
4
HSY icon
Hershey
HSY
+$475K
5
FDX icon
FedEx
FDX
+$291K

Top Sells

Rank Stock Value
1
SU icon
Suncor Energy
SU
+$31.5M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M
3
BN icon
Brookfield
BN
+$959K
4
AER icon
AerCap
AER
+$770K
5
MKL icon
Markel Group
MKL
+$461K

Sector Composition

Rank Sector Weight
1 Financials 32.41%
2 Communication Services 9.01%
3 Industrials 5%
4 Consumer Discretionary 3.17%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SU icon
51
Suncor Energy
SU
$80B
– –
-841,456
Closed -$31.5M
1 2
3

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Steven Check's Q3 2025 Portfolio in Review

As of Q3 2025, Steven Check held 52 positions worth $3.03B, up 2.6% from $2.96B the previous quarter. Its ten largest holdings account for 93% of the portfolio.

Steven Check's Q3 2025 filing shows 3 new, 14 increased, 12 reduced and 2 closed positions. Its largest new stake was UnitedHealth: 715 shares worth $247K. The largest sale was Suncor Energy, an estimated $31.5M.

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

  • Steven Check's largest Q3 2025 buy was UnitedHealth: 715 shares worth $247K.
  • Steven Check added most to SiriusXM in Q3 2025, an estimated $20.7M increase.
  • Steven Check's biggest Q3 2025 reduction was Alphabet (Google) Class C, cutting an estimated $1.39M.
  • Steven Check fully exited Suncor Energy in Q3 2025, selling an estimated $31.5M.
  • Steven Check's ten largest holdings make up 93% of its $3.03B portfolio in Q3 2025.
  • Steven Check opened 3 new positions and closed 2 in Q3 2025.
  • Steven Check's portfolio value rose 2.6% quarter-over-quarter to $3.03B.

Based on Check Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.