Steginsky Capital LLC Portfolio Holdings by Sector
Steginsky Capital LLC
- $489 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Discount Stores | Consumer Defensive
COST 1 stocks |
$128,747
26.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$121,876
24.92% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$79,018
16.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
MLM 1 stocks |
$65,196
13.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FAST 1 stocks |
$61,112
12.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$33,129
6.77% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|