Steven Check Check Capital Management
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walt Disney
DIS
|
+$45.8M |
| 2 |
SiriusXM
SIRI
|
+$25M |
| 3 |
First Citizens BancShares
FCNCA
|
+$11.7M |
| 4 |
Hershey
HSY
|
+$8.41M |
| 5 |
NVIDIA
NVDA
|
+$221K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$5.78M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$3.26M |
| 3 |
Brookfield Asset Management
BAM
|
+$2.21M |
| 4 |
Brookfield
BN
|
+$2.14M |
| 5 |
Wayfair
W
|
+$1.64M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 26.94% |
| 2 | Communication Services | 6.44% |
| 3 | Industrials | 4.11% |
| 4 | Consumer Discretionary | 3.6% |
| 5 | Energy | 1.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
CALL
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.85B | 54.99% |
4,072,600
+65,900
| +2% | +$30.4M |
|
|
2
Berkshire Hathaway Class B
BRK.B
$1.06T
| $499M | 14.88% |
1,101,942
-12,526
| -1% | -$5.78M |
|
|
3
Brookfield
BN
$93.1B
| $172M | 5.13% |
4,495,467
-56,709
| -1% | -$2.14M |
|
|
4
Alphabet (Google) Class C
GOOG
$4.18T
| $141M | 4.2% |
739,618
-18,465
| -2% | -$3.26M |
|
5
Markel Group
MKL
$22.2B
| $133M | 3.97% |
77,165
-188
| -0.2% | -$312K |
|
6
AerCap
AER
$23B
| $82.6M | 2.46% |
862,802
-11,810
| -1% | -$1.13M |
|
|
7
First Citizens BancShares
FCNCA
$24.7B
| $71M | 2.12% |
33,599
+5,605
| +20% | +$11.7M |
|
8
Suncor Energy
SU
$80B
| $60.7M | 1.81% |
1,701,665
-8,889
| -0.5% | -$342K |
|
9
LKQ Corp
LKQ
$6.52B
| $58.4M | 1.74% |
1,590,037
-28,823
| -2% | -$1.1M |
|
10
FedEx
FDX
$76.9B
| $52.6M | 1.57% |
187,002
-54
| -0% | -$15.1K |
|
11
CarMax
KMX
$8.82B
| $50.1M | 1.49% |
612,663
-1,926
| -0.3% | -$151K |
|
|
12
Walt Disney
DIS
$186B
| $48.9M | 1.46% |
438,971
+435,716
| +13,386% | +$45.8M |
|
|
13
Hershey
HSY
$37.5B
| $31.3M | 0.93% |
184,577
+46,915
| +34% | +$8.41M |
|
|
14
SiriusXM
SIRI
$9.67B
| $26.1M | 0.78% |
1,145,731
+981,517
| +598% | +$25M |
|
|
15
Berkshire Hathaway Class A
BRK.A
$1.06T
| $20.4M | 0.61% |
30
| – | – |
|
|
16
Wayfair
W
$13.9B
| $7.3M | 0.22% |
164,600
-34,833
| -17% | -$1.64M |
|
17
Apple
AAPL
$4.51T
| $6.96M | 0.21% |
27,782
-3,800
| -12% | -$896K |
|
18
Bank of America
BAC
$431B
| $4.09M | 0.12% |
93,089
-5,992
| -6% | -$264K |
|
19
Biglari Holdings Class A
BH.A
$1.24B
| $2.95M | 0.09% |
2,314
-75
| -3% | -$79.4K |
|
20
Microsoft
MSFT
$3.59T
| $2.53M | 0.08% |
5,996
| – | – |
|
21
Trupanion
TRUP
$1.36B
| $1.97M | 0.06% |
40,885
-575
| -1% | -$29.5K |
|
22
Tesla
TSLA
$1.43T
| $1M | 0.03% |
2,478
| – | – |
|
23
Amgen
AMGN
$238B
| $989K | 0.03% |
3,795
| – | – |
|
24
iShares Future Exponential Technologies ETF
XT
$3.97B
| $743K | 0.02% |
12,450
| – | – |
|
25
Goldman Sachs
GS
$303B
| $704K | 0.02% |
1,230
| – | – |
|
Similar funds
Steven Check's Q4 2024 Portfolio in Review
As of Q4 2024, Steven Check held 55 positions worth $3.36B, up 3.3% from $3.25B the previous quarter. Its ten largest holdings account for 93% of the portfolio.
Steven Check deployed $103M of net new capital in Q4 2024, opening 5 new positions and adding to 8 existing holdings. Its largest new stake was NVIDIA: 1,600 shares worth $215K.
By sector, the portfolio is most concentrated in Financials at 27% of assets, down from 27% a quarter earlier, followed by Communication Services and Industrials.
On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $5.78M trimmed.
- Steven Check's largest Q4 2024 buy was NVIDIA: 1,600 shares worth $215K.
- Steven Check added most to Walt Disney in Q4 2024, an estimated $45.8M increase.
- Steven Check's biggest Q4 2024 reduction was Berkshire Hathaway Class B, cutting an estimated $5.78M.
- Steven Check fully exited Tyson Foods in Q4 2024, selling an estimated $253K.
- Steven Check's ten largest holdings make up 93% of its $3.36B portfolio in Q4 2024.
- Steven Check opened 5 new positions and closed 2 in Q4 2024.
- Steven Check's portfolio value rose 3.3% quarter-over-quarter to $3.36B.
Based on Check Capital Management's 13F filing for Q4 2024, filed 30 Jan 2025.