Steginsky Capital LLC Portfolio Holdings by Sector
Steginsky Capital LLC
- $467 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$130,862
28.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$126,738
27.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$69,631
14.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM 1 stocks |
$57,996
12.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$52,669
11.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$29,040
6.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|