13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001032814
Total reported value
$3.7B
$3.7B
49 檔
70.0%
As reported in its official Q1 2024 Form 13F filing, Check Capital Management Inc/ca's tracked investment portfolio stood at $3.7B with 49 total positions.
During Q1 2024, Check Capital Management Inc/ca's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 71.79% | +0.37% | -5.92% | |
| 2 | BN | Brookfield CORP | Stock-Financials | 4.18% | -0.15% | +0.38% | |
| 3 | MKL | Markel Group Inc | Stock-Financials | 3.86% | -0.15% | +1.50% | |
| 4 | ✓ | Stock-Other | 3.84% | — | +1.00% | ||
| 5 | ✓ | Stock-Other | 2.49% | — | -0.86% | ||
| 6 | LKQ | Lkq CORP | Stock-Consumer Disc | 2.17% | -0.31% | +0.11% | |
| 7 | SU | Suncor Energy Inc | Stock-Energy | 2.09% | — | -1.56% | |
| 8 | ✓ | Stock-Other | 1.79% | — | -0.37% | ||
| 9 | KMX | Carmax Inc | Stock-Consumer Disc | 1.75% | — | +0.46% | |
| 10 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 1.49% | +0.04% | +1.99% | |
| 11 | ✓ | Cimpress | Stock-Other | 0.98% | +0.28% | +0.30% | |
| 12 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.82% | -0.20% | — | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.63% | -0.05% | -23.08% | |
| 14 | ✓ | Stock-Other | 0.59% | — | -9.19% | ||
| 15 | ✓ | Stock-Other | 0.36% | — | +9.72% | ||
| 16 | LM0C | Liberty Media Corp-liber-new | Stock-Other | 0.20% | — | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.18% | -0.17% | EXIT | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 0.17% | -0.02% | EXIT | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | -0.07% | EXIT | |
| 20 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.07% | -0.02% | EXIT | |
| 21 | ✓ | Stock-Other | 0.07% | — | +1.92% | ||
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 0.03% | -0.04% | EXIT | |
| 23 | TRUP | Trupanion Inc | Stock-Other | 0.03% | -0.03% | EXIT | |
| 24 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.02% | -0.02% | EXIT | |
| 25 | CDLXEUR | Cardlytics Inc | Stock-Other | 0.02% | — | +83.08% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.02% | -0.04% | EXIT | |
| 27 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.02% | -0.02% | EXIT | |
| 28 | ✓ | Stock-Other | 0.02% | — | — | ||
| 29 | ✓ | Stock-Other | 0.02% | — | — | ||
| 30 | ✓ | Stock-Other | 0.02% | — | — | ||
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.01% | +0.07% | — | |
| 32 | ✓ | Stock-Other | 0.01% | — | — | ||
| 33 | ✓ | Stock-Other | 0.01% | — | — | ||
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.01% | -0.07% | — | |
| 35 | MATX | Matson Inc | Stock-Industrials | 0.01% | — | -8.71% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.01% | -0.01% | EXIT | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.01% | -0.02% | EXIT | |
| 38 | ✓ | Stock-Other | 0.01% | — | -18.23% | ||
| 39 | FAST | Fastenal Co | Stock-Industrials | 0.01% | -0.01% | EXIT | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.01% | -0.01% | EXIT | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.01% | -0.01% | EXIT | |
| 42 | SRE | Sempra | Stock-Utilities | 0.01% | — | — | |
| 43 | ✓ | Stock-Other | 0.01% | — | — | ||
| 44 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.01% | — | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.01% | -0.01% | EXIT | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.01% | -0.01% | EXIT | |
| 47 | ✓ | Stock-Other | 0.01% | — | — | ||
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.01% | — | — | |
| 49 | ✓ | Metro Bank Holdings | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Check Capital Management Inc/ca reported a total U.S. public equity portfolio value of $3.7B across 49 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, BN, MKL) accounted for 70.0% of total reported equity market value during Q1 2024.
During Q1 2024, Check Capital Management Inc/ca's top holdings by market value included BRK-B (71.8%)、BN (4.2%)、MKL (3.9%). The largest single position, BRK-B, represented 71.8% of total portfolio value.
In Q1 2024, Check Capital Management Inc/ca made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.