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SC

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
-6.42%
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
$3.44B
AUM Growth
-$853K
Cap. Flow
+$202M
Cap. Flow %
5.88%
Top 10 Hldgs %
94.02%
Holding
50
New
–
Increased
16
Reduced
15
Closed
1

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$44.2M
2
JEF icon
Jefferies Financial Group
JEF
+$11.8M
3
LKQ icon
LKQ Corp
LKQ
+$11.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.89M
5
FCNCA icon
First Citizens BancShares
FCNCA
+$2.57M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.13M
2
BAC icon
Bank of America
BAC
+$3.49M
3
AER icon
AerCap
AER
+$1.39M
4
BH.A icon
Biglari Holdings Class A
BH.A
+$1.22M
5
MKL icon
Markel Group
MKL
+$867K

Sector Composition

Rank Sector Weight
1 Financials 28.87%
2 Communication Services 9.01%
3 Industrials 3.4%
4 Consumer Discretionary 3.36%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
CALL
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.81B 52.8%
3,785,700
+275,700
+8% +$135M
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.06T
$531M 15.46%
1,108,390
+5,882
+0.5% +$2.89M
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.18T
$199M 5.79%
694,082
-13,154
-2% -$4.13M
BN icon
4
Brookfield
BN
$93.1B
$177M 5.16%
4,379,938
-9,030
-0.2% -$400K
MKL icon
5
Markel Group
MKL
$22.2B
$147M 4.28%
76,886
-427
-0.6% -$867K
AER icon
6
AerCap
AER
$23B
$112M 3.26%
817,655
-9,707
-1% -$1.39M
FCNCA icon
7
First Citizens BancShares
FCNCA
$24.7B
$83.1M 2.42%
44,068
+1,280
+3% +$2.57M
SIRI icon
8
SiriusXM
SIRI
$9.67B
$67.9M 1.98%
2,942,595
+59,095
+2% +$1.27M
LKQ icon
9
LKQ Corp
LKQ
$6.52B
$56.3M 1.64%
1,917,106
+358,625
+23% +$11.5M
AMZN icon
10
Amazon
AMZN
$2.79T
$42.5M 1.24%
204,087
+200,606
+5,763% +$44.2M
DIS icon
11
Walt Disney
DIS
$186B
$42.3M 1.23%
438,533
+1,892
+0.4% +$200K
HSY icon
12
Hershey
HSY
$37.5B
$40M 1.16%
192,310
+1,621
+0.9% +$342K
JEF icon
13
Jefferies Financial Group
JEF
$12.1B
$28.1M 0.82%
680,171
+227,684
+50% +$11.8M
BRK.A icon
14
Berkshire Hathaway Class A
BRK.A
$1.06T
$20.8M 0.61%
29
– –
W icon
15
Wayfair
W
$13.9B
$12.6M 0.37%
167,948
+756
+0.5% +$68.4K
AAPL icon
16
Apple
AAPL
$4.51T
$5.86M 0.17%
23,073
-2,322
-9% -$604K
BH.A icon
17
Biglari Holdings Class A
BH.A
$1.24B
$2.75M 0.08%
1,578
-622
-28% -$1.22M
MSFT icon
18
Microsoft
MSFT
$3.59T
$2.25M 0.07%
6,079
-47
-0.8% -$19.7K
AMGN icon
19
Amgen
AMGN
$238B
$1.37M 0.04%
3,885
– –
CAT icon
20
Caterpillar
CAT
$381B
$1.22M 0.04%
1,717
– –
TRUP icon
21
Trupanion
TRUP
$1.36B
$1.04M 0.03%
40,695
-85
-0.2% -$2.54K
GS icon
22
Goldman Sachs
GS
$303B
$1.04M 0.03%
1,230
– –
TSLA icon
23
Tesla
TSLA
$1.43T
$929K 0.03%
2,500
– –
GE icon
24
GE Aerospace
GE
$361B
$848K 0.02%
2,990
-250
-8% -$78.6K
GEV icon
25
GE Vernova
GEV
$255B
$786K 0.02%
901
-87
-9% -$67.9K
1
2

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Steven Check's Q1 2026 Portfolio in Review

As of Q1 2026, Steven Check held 50 positions worth $3.44B, down 0.02% from $3.44B the previous quarter. Its ten largest holdings account for 94% of the portfolio.

Steven Check deployed $202M of net new capital in Q1 2026, adding to 16 existing holdings.

By sector, the portfolio is most concentrated in Financials at 29% of assets, down from 31% a quarter earlier, followed by Communication Services and Industrials.

On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $4.13M trimmed.

  • Steven Check added most to Amazon in Q1 2026, an estimated $44.2M increase.
  • Steven Check's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $4.13M.
  • Steven Check fully exited Meta Platforms (Facebook) in Q1 2026, selling an estimated $222K.
  • Steven Check's ten largest holdings make up 94% of its $3.44B portfolio in Q1 2026.
  • Steven Check opened 0 new positions and closed 1 in Q1 2026.
  • Steven Check's portfolio value fell 0.02% quarter-over-quarter to $3.44B.

Based on Check Capital Management's 13F filing for Q1 2026, filed 4 May 2026.