Investor
CHECK CAPITAL MANAGEMENT INC/CA
CIK 0001032814 · filed 2026-05-04 · SEC filing
13F book
$3.44B
Positions
49
0 new · 1 sold
Largest name
15.5%
Berkshire Hathaway Inc Del
Est. mark
−$111.3M
Price effect on 49 names still held. Flow $60.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 1.11M | $531.1M | 15.5% | −$25.9M | Added−$23M |
| Google Inc | — | 690.4K | $198M | 5.8% | −$18.6M | Cut−$22.7M |
| Brookfield Corp | — | 4.38M | $177.3M | 5.2% | −$23.7M | Cut−$24.2M |
| Markel Group Inc. | MKL | 76.9K | $147.2M | 4.3% | −$18.1M | Cut−$19M |
| Aercap Holdings Nv | — | 817.7K | $112.2M | 3.3% | −$5.38M | Cut−$6.78M |
| First Ctzns Bancshares Inc D | — | 44.1K | $83.1M | 2.4% | −$11.2M | Added−$8.78M |
| Siriusxm Holdings Inc | — | 2.94M | $67.9M | 2.0% | $8.9M | Added$10.3M |
| Lkq Corp | LKQ | 1.92M | $56.3M | 1.6% | −$1.29M | Added$9.24M |
| Amazon Com Inc | AMZN | 204.1K | $42.5M | 1.2% | −$78.5K | Added$41.7M |
| Disney Walt Co | — | 438.5K | $42.3M | 1.2% | −$7.59M | Added−$7.41M |
| Hershey Co | HSY | 192.3K | $40M | 1.2% | $4.94M | Added$5.28M |
| CIMPRESS plc | CMPR | 471.5K | $34.4M | 1.0% | $2.61M | Added$7.34M |
| Jefferies Finl Group Inc | — | 680.2K | $28.1M | 0.8% | −$9.37M | Added$30K |
| Berkshire Hathaway Inc Del | — | 29 | $20.8M | 0.6% | −$1.06M | Held |
| Wayfair Inc. | W | 167.9K | $12.6M | 0.4% | −$4.21M | Added−$4.16M |
| Apple Inc. | AAPL | 23.1K | $5.86M | 0.2% | −$416.9K | Cut−$1.05M |
| Biglari Hldgs Inc | — | 1.58K | $2.75M | 0.1% | $4.17K | Cut−$1.08M |
| Microsoft Corp | MSFT | 6.08K | $2.25M | 0.1% | −$689.8K | Cut−$712.5K |
| Amgen Inc | AMGN | 3.88K | $1.37M | 0.0% | $95.3K | Held |
| Caterpillar Inc | CAT | 1.72K | $1.22M | 0.0% | $232.8K | Held |
| Google Inc | — | 3.68K | $1.06M | 0.0% | −$92.2K | Added−$74.9K |
| Trupanion, Inc. | TRUP | 40.7K | $1.04M | 0.0% | −$478.6K | Cut−$481.8K |
| Goldman Sachs Group Inc | — | 1.23K | $1.04M | 0.0% | −$40.6K | Held |
| Tesla, Inc. | TSLA | 2.5K | $929.4K | 0.0% | −$194.9K | Held |
| General Electric Co | GE | 2.99K | $848.5K | 0.0% | −$72.5K | Cut−$149.5K |
| GE Vernova Inc. | GEV | 901 | $786.5K | 0.0% | $197.6K | Cut$140.8K |
| Corning Inc | — | 5.05K | $686.6K | 0.0% | $244.5K | Held |
| RTX Corp | RTX | 3.49K | $673K | 0.0% | $33.1K | Held |
| Spdr S&P 500 Etf Tr | — | 965 | $627.6K | 0.0% | −$30.5K | Held |
| Ishares Tr | — | 8.8K | $599.7K | 0.0% | −$14K | Held |
| Bank America Corp | — | 12K | $586.6K | 0.0% | −$75.2K | Cut−$3.8M |
| Brookfield Asset Managmt Ltd | — | 13K | $575.8K | 0.0% | −$101.5K | Added−$94.1K |
| Fairfax Financial Holdings | — | 219 | $372K | 0.0% | −$27.9K | Added$118.2K |
| Nvidia Corp | NVDA | 2.12K | $369.2K | 0.0% | −$25.6K | Held |
| Fastenal Co | FAST | 7.92K | $367.5K | 0.0% | $49.7K | Held |
| Fedex Corp | FDX | 993 | $353.7K | 0.0% | $66.9K | Cut−$292.4K |
| Wells Fargo Co New | — | 4.41K | $351.3K | 0.0% | −$60K | Cut−$118.2K |
| Uber Technologies, Inc | UBER | 4.86K | $349.6K | 0.0% | −$47.5K | Held |
| Conocophillips | COP | 2.53K | $334.5K | 0.0% | $97.3K | Held |
| Unitedhealth Group Inc | UNH | 1.23K | $333.4K | 0.0% | −$42.8K | Added$96K |
| Biglari Holdings | — | 967 | $318.7K | 0.0% | −$2.75K | Cut−$126.7K |
| Boeing Co | — | 1.45K | $287.6K | 0.0% | −$22.5K | Added$17.3K |
| Illinois Tool Wks Inc | — | 1.1K | $286.3K | 0.0% | $15.4K | Held |
| Schwab Strategic Tr | — | 9.8K | $285.5K | 0.0% | −$34.2K | Held |
| Jpmorgan Chase & Co. | — | 956 | $281.2K | 0.0% | −$26.8K | Added−$26.5K |
| Chevron Corp New | CVX | 1.35K | $279.3K | 0.0% | $73.6K | Held |
| Quest Diagnostics Inc | DGX | 1.3K | $254.8K | 0.0% | $29.2K | Held |
| Verizon Communications Inc | VZ | 4.8K | $241K | 0.0% | $45.5K | Cut$2.28K |
| Citizens Finl Group Inc | — | 3.8K | $227.9K | 0.0% | $5.93K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.