Institutions / Check Capital Management INC/CA

Check Capital Management INC/CA

CIK 1032814 · Institution · as of Mar 31, 2026
Portfolio value
$1.62B
Positions
49
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$1.62B-3.0%
$1.67B$1.65B$1.62BQ4 '25Q1 '26

Positions

49-2.0%
505049Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 49 →
CompanyClassValueShares% of portfolio
Warren E. Buffett$531.14M1,108,39032.7%
Alphabet$198.05M690,39912.2%
Brookfield Corp.$177.26M4,379,93810.9%
Markel Group Inc$147.17M76,8869.1%
AerCap Holdings$112.17M817,6556.9%
First Citizens Bancshares Inc /De$83.05M44,0685.1%
Sirius XM Holdings Inc$67.92M2,942,5954.2%
LKQ Corp$56.31M1,917,1063.5%
Amazon.com Inc$42.51M204,0872.6%
Walt Disney Co$42.27M438,5332.6%
Hershey Co$39.98M192,3102.5%
Cimpress$34.42M471,4662.1%
Jefferies$28.07M680,1711.7%
Berkshire Hathaway 'A'$20.83M291.3%
Wayfair$12.63M167,9480.8%
Apple Inc.$5.86M23,0730.4%
Biglari Cl A$2.75M1,5780.2%
Microsoft Corp$2.25M6,0790.1%
Amgen Inc$1.37M3,8850.1%
Caterpillar Inc$1.22M1,7170.1%
Alphabet Class A$1.06M3,6830.1%
Trupanion, Inc.$1.04M40,6950.1%
Goldman Sachs$1.04M1,2300.1%
Tesla Motors$929.4K2,5000.1%
General Electric$848.5K2,9900.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
AddAmazon.com Inc$41.78M+201K
+5762.88%
204,087
2.62% of portfolio
medium
Q1 2026
as of
AddLKQ Corp$10.53M+359K
+23.01%
1,917,106
3.47% of portfolio
medium
Q1 2026
as of
Add47233w109$9.40M+228K
+50.32%
680,171
1.73% of portfolio
medium
Q1 2026
as of
Add045290255$4.73M+65K
+15.95%
471,466
2.12% of portfolio
low
Q1 2026
as of
Trim38259p706$-3.79M-13K
-1.88%
690,399
12.21% of portfolio
low
Q1 2026
as of
TrimBank of America Corp /De$-3.30M-68K
-84.91%
12,032
0.04% of portfolio
low
Q1 2026
as of
AddWarren E. Buffett$2.82M+6K
+0.53%
1,108,390
32.75% of portfolio
low
Q1 2026
as of
AddFirst Citizens Bancshares Inc /De$2.41M+1K
+2.99%
44,068
5.12% of portfolio
low
Q1 2026
as of
AddSirius XM Holdings Inc$1.36M+59K
+2.05%
2,942,595
4.19% of portfolio
low
Q1 2026
as of
Trimn00985106$-1.33M-10K
-1.17%
817,655
6.92% of portfolio
low