Institutions / Capco Asset Management, LLC
Capco Asset Management, LLC
CIK 1698068 · Institution · as of Dec 31, 2025
Portfolio value
$408.86M
Positions
28
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 28 →
| Company | Value | % of portfolio |
|---|---|---|
| Marriott International Inc/MD | $73.64M | 18.0% |
| Markel Group Inc | $56.09M | 13.7% |
| Roper Technologies Inc | $49.01M | 12.0% |
| Progressive CORP/OH | $44.22M | 10.8% |
| Microsoft Corp | $34.14M | 8.3% |
| Amazon.com Inc | $31.69M | 7.8% |
| Autodesk, Inc. | $26.15M | 6.4% |
| Lam Research Corp | $25.60M | 6.3% |
| Anheuser Busch Inbev SA/NV | $19.28M | 4.7% |
| Liberty Broadband Corp | $16.10M | 3.9% |
| Gogo Inc | $13.28M | 3.2% |
| Charter Communications Inc N | $9.40M | 2.3% |
| Atlassian Corporation | $8.94M | 2.2% |
| Costco Whsl Corp New | $327.7K | 0.1% |
| Landstar System Inc | $186.8K | 0.0% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $112.1K | 0.0% |
| Certara Inc | $101.0K | 0.0% |
| Comfort Systems USA Inc | $100.8K | 0.0% |
| Monday Com Ltd | $85.1K | 0.0% |
| Alphabet Inc. | $81.6K | 0.0% |
| SPDR S&P 500 ETF Tr | $77.1K | 0.0% |
| Western Digital Corp | $67.4K | 0.0% |
| Meta Platforms Inc | $54.1K | 0.0% |
| Warren E. Buffett | $50.3K | 0.0% |
| Workday Inc | $39.9K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.