Steginsky Capital LLC Portfolio Holdings by Sector
Steginsky Capital LLC
- $447 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Discount Stores | Consumer Defensive
COST 1 stocks |
$129,665
29.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$100,645
22.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$73,098
16.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FAST 1 stocks |
$56,341
12.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
MLM 1 stocks |
$54,512
12.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$32,917
7.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|