Steginsky Capital LLC Portfolio Holdings by Sector
Steginsky Capital LLC
- $545 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$168,935
31.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$115,938
21.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$76,626
14.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM 1 stocks |
$75,415
13.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$70,633
12.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$37,086
6.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|