CIK: 0001032814
Total reported value
$3.4B
Reporting period: 2026-03-31 · Number of holdings: 66
CHECK CAPITAL MANAGEMENT INC/CA disclosed 66 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.4B and a quarterly turnover rate of 6.0%.
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Check Capital Management Inc/ca's disclosed holdings carry a Herfindahl concentration index of 0.477 — mathematically equivalent to about 2 equally-sized positions, well below its 66 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.78), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.9 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Add AMZN
+5762.9% $41.7M
Add BRK-B
+6.1% $26.8M
Trim BN
-0.2% -$24.2M
Trim 38259p706
-1.9% -$22.7M
Trim MKL
-0.6% -$19.0M
Add SIRI
+2.0% $10.3M
Showing top 49 holdings (of 66 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 68.25% | +0.79% | +6.10% | |
| 2 | ✓ | Alphabet INC Cl C | Stock-Other | 5.76% | -0.66% | -1.88% | |
| 3 | BN | Brookfield CORP | Stock-Financials | 5.16% | -0.70% | -0.21% | |
| 4 | MKL | Markel Group INC | Stock-Financials | 4.28% | -0.56% | -0.55% | |
| 5 | ✓ | AerCap Holdings N.V. | Stock-Other | 3.26% | -0.20% | -1.17% | |
| 6 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 2.42% | -0.25% | +2.99% | |
| 7 | SIRI | Sirius Xm Holdings INC | Stock-Comm Services | 1.98% | +0.30% | +2.05% | |
| 8 | LKQ | Lkq CORP | Stock-Consumer Disc | 1.64% | +0.27% | +23.01% | |
| 9 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.24% | +1.22% | +5762.88% | |
| 10 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.23% | -0.22% | +0.43% | |
| 11 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.16% | +0.15% | +0.85% | |
| 12 | ✓ | Cimpress | Stock-Other | 1.00% | +0.21% | +15.95% | |
| 13 | ✓ | Jefferies Group INC New Com | Stock-Other | 0.82% | — | +50.32% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.61% | -0.03% | — | |
| 15 | ✓ | Wayfair INC | Stock-Other | 0.37% | -0.12% | +0.45% | |
| 16 | AAPL | Apple INC | Stock-Tech | 0.17% | -0.03% | -9.14% | |
| 17 | ✓ | Biglari Cl A | Stock-Other | 0.08% | -0.03% | -28.27% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | -0.02% | -0.77% | |
| 19 | AMGN | Amgen INC | Stock-Healthcare | 0.04% | — | — | |
| 20 | CAT | Caterpillar INC | Stock-Industrials | 0.04% | +0.01% | — | |
| 21 | ✓ | Alphabet INC Cl A | Stock-Other | 0.03% | — | +1.66% | |
| 22 | TRUP | Trupanion INC | Stock-Other | 0.03% | -0.01% | -0.21% | |
| 23 | ✓ | The Goldman Sachs Group, Inc. | Stock-Other | 0.03% | — | — | |
| 24 | ✓ | Tesla, Inc. | Stock-Other | 0.03% | — | — | |
| 25 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.02% | -0.01% | -7.72% | |
| 26 | GEV | GE Vernova INC | Stock-Industrials | 0.02% | — | -8.81% | |
| 27 | GLW | Corning INC | Stock-Tech | 0.02% | +0.01% | — | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.02% | — | — | |
| 29 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-Large Cap & Growth | 0.02% | — | — | |
| 30 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.02% | — | — | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.02% | -0.11% | -84.91% | |
| 32 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.02% | — | +1.31% | |
| 33 | FRFHF | Fairfax Financial Hldgs LTD | Stock-Other | 0.01% | — | +64.66% | |
| 34 | ✓ | NVIDIA Corporation | Stock-Other | 0.01% | — | — | |
| 35 | FAST | Fastenal Co | Stock-Industrials | 0.01% | — | — | |
| 36 | ✓ | FedEx Corporation | Stock-Other | 0.01% | -0.01% | -55.61% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.01% | — | -12.41% | |
| 38 | UBER | Uber Technologies INC | Stock-Industrials | 0.01% | — | — | |
| 39 | ✓ | ConocoPhillips | Stock-Other | 0.01% | — | — | |
| 40 | ✓ | UnitedHealth Group Incorporated | Stock-Other | 0.01% | — | +71.35% | |
| 41 | ✓ | Biglari Holdings | Stock-Other | 0.01% | — | -27.84% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.01% | — | +16.06% | |
| 43 | ITW | Illinois Tool Works | Stock-Industrials | 0.01% | — | — | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.01% | — | — | |
| 45 | ✓ | J P Morgan Chase And Co | Stock-Other | 0.01% | — | +0.10% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.01% | — | — | |
| 47 | ✓ | Quest Diagnostics Incorporated | Stock-Other | 0.01% | — | — | |
| 48 | ✓ | Verizon Communications Inc. | Stock-Other | 0.01% | — | -18.09% | |
| 49 | CFG | Citizens Financial Group | Stock-Financials | 0.01% | — | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 22% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 66 | $3.4B | 6 | |
| 2025-12-31 | 75 | $3.4B | 17 | |
| 2025-09-30 | 70 | $3.0B | 25 | |
| 2025-06-30 | 67 | $3.0B | 0 | |
| 2025-03-31 | 69 | $3.4B | 100 | |
| 2024-12-31 | 77 | $3.4B | 0 | |
| 2024-09-30 | 72 | $3.2B | 0 | |
| 2024-06-30 | 68 | $3.0B | 0 | |
| 2024-03-31 | 66 | $3.0B | 0 | |
| 2023-12-31 | 70 | $2.7B | 0 | |
| 2023-09-30 | 68 | $2.6B | 0 | |
| 2023-06-30 | 58 | $2.5B | — | |
| 2023-03-31 | 60 | $2.2B | — | |
| 2022-12-31 | 68 | $2.1B | — | |
| 2022-09-30 | 67 | $1.9B | 0 | |
| 2022-06-30 | 66 | $2.0B | 0 | |
| 2022-03-31 | 66 | $2.6B | 0 | |
| 2021-12-31 | 73 | $2.4B | 0 | |
| 2021-09-30 | 74 | $2.2B | 0 | |
| 2021-06-30 | 76 | $2.2B | 100 | |
| 2021-03-31 | 71 | $2.0B | 14 | |
| 2020-12-31 | 68 | $1.8B | 12 | |
| 2020-09-30 | 65 | $1.6B | 19 | |
| 2020-06-30 | 64 | $1.4B | 13 | |
| 2020-03-31 | 60 | $1.5B | 37 | |
| 2019-12-31 | 65 | $2.1B | 17 | |
| 2019-09-30 | 65 | $1.9B | 7 | |
| 2019-06-30 | 64 | $1.9B | 13 | |
| 2019-03-31 | 60 | $1.9B | 9 | |
| 2018-12-31 | 69 | $1.9B | 19 | |
| 2018-09-30 | 68 | $2.0B | 20 | |
| 2018-06-30 | 70 | $1.9B | 9 | |
| 2018-03-31 | 69 | $1.9B | 17 | |
| 2017-12-31 | 69 | $1.8B | 17 | |
| 2017-09-30 | 67 | $1.7B | 13 | |
| 2017-06-30 | 64 | $1.6B | 13 | |
| 2017-03-31 | 58 | $1.5B | 25 | |
| 2016-12-31 | 70 | $1.3B | 14 | |
| 2016-09-30 | 67 | $1.3B | 15 | |
| 2016-06-30 | 63 | $1.2B | 7 | |
| 2016-03-31 | 65 | $1.2B | 23 | |
| 2015-12-31 | 67 | $1.0B | 17 | |
| 2015-09-30 | 60 | $1.0B | 8 | |
| 2015-06-30 | 60 | $1.1B | 20 | |
| 2015-03-31 | 67 | $1.2B | 13 | |
| 2014-12-31 | 74 | $1.1B | 24 | |
| 2014-09-30 | 82 | $1.1B | 18 | |
| 2014-06-30 | 74 | $1.0B | 9 | |
| 2014-03-31 | 69 | $972.8M | 19 | |
| 2013-12-31 | 65 | $819.4M | 15 | |
| 2013-09-30 | 65 | $751.7M | 15 | |
| 2013-06-30 | 57 | $719.4M | 16 |
Check Capital Management Inc/ca's most significant position changes for 2026-03-31: Sold out: Meta Platforms, Inc.; Add: Amazon.com INC (AMZN) — shares +5762.88%; Add: Berkshire Hathaway Inc-cl B (BRK-B) — shares +6.10%; Trim: Brookfield CORP (BN) — shares -0.21%; Trim: Alphabet INC Cl C — shares -1.88%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +1.2% | +5762.88% | Add |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +6.10% | Add |
| 3 | SIRI | Sirius Xm Holdings INC | +0.3% | +2.05% | Add |
| 4 | LKQ | Lkq CORP | +0.3% | +23.01% | Add |
| 5 | ✓ | Cimpress | +0.2% | +15.95% | Add |
| 6 | HSY | Hershey Co/the | +0.2% | +0.85% | Add |
| 7 | GLW | Corning INC | 0% | — | Unchanged |
| 8 | CAT | Caterpillar INC | 0% | — | Unchanged |
| 9 | ✓ | Tesla, Inc. | — | — | Unchanged |
| 10 | GEV | GE Vernova INC | — | -8.81% | Trim |
| 11 | ✓ | Biglari Holdings | — | -27.84% | Trim |
| 12 | WFC | Wells Fargo & Co | — | -12.41% | Trim |
| 13 | FRFHF | Fairfax Financial Hldgs LTD | — | +64.66% | Add |
| 14 | ✓ | ConocoPhillips | — | — | Unchanged |
| 15 | ✓ | UnitedHealth Group Incorporated | — | +71.35% | Add |
| 16 | AMGN | Amgen INC | — | — | Unchanged |
| 17 | BAM | Brookfield Asset Mgmt-a | — | +1.31% | Add |
| 18 | ✓ | Alphabet INC Cl A | — | +1.66% | Add |
| 19 | CVX | Chevron CORP | — | — | Unchanged |
| 20 | FAST | Fastenal Co | — | — | Unchanged |
| 21 | UBER | Uber Technologies INC | — | — | Unchanged |
| 22 | ✓ | The Goldman Sachs Group, Inc. | — | — | Unchanged |
| 23 | SCHG | Schwab US Large-cap Growth | — | — | Unchanged |
| 24 | RTX | Rtx CORP | — | — | Unchanged |
| 25 | ✓ | State Street SPDR S&P 500 ETF Trust | — | — | Unchanged |
| 26 | ✓ | Jefferies Group INC New Com | — | +50.32% | Add |
| 27 | ✓ | Quest Diagnostics Incorporated | — | — | Unchanged |
| 28 | ✓ | J P Morgan Chase And Co | — | +0.10% | Add |
| 29 | ✓ | NVIDIA Corporation | — | — | Unchanged |
| 30 | BA | Boeing Co/the | — | +16.06% | Add |
| 31 | ITW | Illinois Tool Works | — | — | Unchanged |
| 32 | XT | Ishar Fture Exp Tech Etf-usd | — | — | Unchanged |
| 33 | CFG | Citizens Financial Group | — | — | Unchanged |
| 34 | ✓ | Verizon Communications Inc. | — | -18.09% | Trim |
| 35 | TRUP | Trupanion INC | 0% | -0.21% | Trim |
| 36 | ✓ | FedEx Corporation | 0% | -55.61% | Trim |
| 37 | AEP | American Electric Power Company, Inc. | 0% | -7.72% | Trim |
| 38 | MSFT | Microsoft CORP | 0% | -0.77% | Trim |
| 39 | ✓ | Biglari Cl A | 0% | -28.27% | Trim |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 41 | AAPL | Apple INC | 0% | -9.14% | Trim |
| 42 | BAC | Bank Of America CORP | -0.1% | -84.91% | Trim |
| 43 | ✓ | Wayfair INC | -0.1% | +0.45% | Add |
| 44 | ✓ | AerCap Holdings N.V. | -0.2% | -1.17% | Trim |
| 45 | DIS | Walt Disney Co/the | -0.2% | +0.43% | Add |
| 46 | FCNCA | First Citizens Bcshs -cl A | -0.3% | +2.99% | Add |
| 47 | MKL | Markel Group INC | -0.6% | -0.55% | Trim |
| 48 | ✓ | Alphabet INC Cl C | -0.7% | -1.88% | Trim |
| 49 | BN | Brookfield CORP | -0.7% | -0.21% | Trim |
| 50 | ✓ | Meta Platforms, Inc. | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-04 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-06 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-06 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-25 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-02 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-30 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-06 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-25 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-19 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-31 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2024-01-31 | Amendment | View on EDGAR |
| 2023-09-30 | 2023-11-03 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2024-01-31 | Amendment | View on EDGAR |
| 2023-06-30 | 2023-08-10 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2024-01-31 | Amendment | View on EDGAR |
| 2023-03-31 | 2023-05-17 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2024-01-31 | Amendment | View on EDGAR |
| 2022-12-31 | 2023-02-06 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-02 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-28 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-09 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-04 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-09 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-09 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-07 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-03 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-06 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-12 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-06 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-10 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-06 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-08 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-06 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-07 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-29 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-26 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-02 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-07 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | Amendment | View on EDGAR |
| 2017-09-30 | 2017-11-08 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-05 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-27 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-09 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-14 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-06 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-15 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-12 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-01 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-23 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-04 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-18 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-04-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-16 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-17 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-10-17 | Amendment | View on EDGAR |
| 2013-06-30 | 2013-07-16 | 13F-HR | View on EDGAR |
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