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Latest CHECK CAPITAL MANAGEMENT INC/CA Stock Portfolio

CHECK CAPITAL MANAGEMENT INC/CA Performance:
2025 Q3: 1.91%YTD: 1.84%2024: 4.02%
Performance for 2025 Q3 is 1.91%, and YTD is 1.84%, and 2024 is 4.02%.

About CHECK CAPITAL MANAGEMENT INC/CA and 13F Hedge Fund Stock Holdings

CHECK CAPITAL MANAGEMENT INC/CA is a hedge fund based in COSTA MESA, CA. On 28-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.4 Billions. In it's latest 13F Holdings report, CHECK CAPITAL MANAGEMENT INC/CA reported an equity portfolio of $3 Billions as of 30 Sep, 2025.

The top stock holdings of CHECK CAPITAL MANAGEMENT INC/CA are , , GOOG. The fund has invested 17.8% of it's portfolio in BERKSHIRE HATHAWAY and 6.6% of portfolio in BROOKFIELD CORP.

The fund managers got completely rid off SUNCOR and CARDLYTICS (CDLX) stocks. They significantly reduced their stock positions in POWERSHARES QQQ TRUST (QQQ), TRUPANION INC. (TRUP) and APPLE (AAPL). CHECK CAPITAL MANAGEMENT INC/CA opened new stock positions in UNITEDHEALTH (UNH), CHEVRON (CVX) and CITIZENS FINANCIAL GROUP (CFG). The fund showed a lot of confidence in some stocks as they added substantially to SIRIUS XM, FIRST CITIZENS (FCNCA) and AMGEN (AMGN).

CHECK CAPITAL MANAGEMENT INC/CA Annual Return Estimates Vs S&P 500

Our best estimate is that CHECK CAPITAL MANAGEMENT INC/CA made a return of 1.91% in the last quarter. In trailing 12 months, it's portfolio return was 3.65%.

New Buys

Ticker$ Bought
unitedhealth246,889
chevron209,641
citizens financial group202,008
New stocks bought by CHECK CAPITAL MANAGEMENT INC/CA

Additions

Ticker% Inc.
sirius xm76.74
cimpress4.39
first citizens3.14
amgen2.37
nvidia1.42
hershey foods1.4
fedex0.63
wayfair0.52
Additions to existing portfolio by CHECK CAPITAL MANAGEMENT INC/CA

Reductions

Ticker% Reduced
powershares qqq trust-10.6
trupanion inc.-4.87
apple-4.8
biglari cl a-4.33
bank of america-4.06
tesla motors-3.09
uber-2.00
alphabet-0.91
CHECK CAPITAL MANAGEMENT INC/CA reduced stake in above stock

Sold off

Ticker$ Sold
suncor-31,512,500
cardlytics-122,552
CHECK CAPITAL MANAGEMENT INC/CA got rid off the above stocks

Sector Distribution

CHECK CAPITAL MANAGEMENT INC/CA has about 63.5% of it's holdings in Others sector.

Sector%
Others63.5
Communication Services14.3
Financial Services9.9
Consumer Cyclical6.1
Industrials3.2
Consumer Defensive2.2

Market Cap. Distribution

CHECK CAPITAL MANAGEMENT INC/CA has about 35.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED63.5
LARGE-CAP23
MEGA-CAP12.2

Stocks belong to which Index?

About 25.8% of the stocks held by CHECK CAPITAL MANAGEMENT INC/CA either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others73.9
S&P 50025.8
Top 5 Winners (%)%
W
wayfair
74.0 %
GLW
corning
56.0 %
TSLA
tesla motors
40.0 %
GOOG
alphabet class a
37.9 %
GOOG
alphabet
37.3 %
Top 5 Winners ($)$
GOOG
alphabet
47.8 M
W
wayfair
6.4 M
HSY
hershey foods
3.9 M
FDX
fedex
1.7 M
AAPL
apple
1.3 M
Top 5 Losers (%)%
KMX
carmax
-33.2 %
TRUP
trupanion inc.
-21.8 %
LKQ
lkq corp
-17.5 %
DIS
disney (walt)
-7.7 %
MKL
markel
-4.3 %
Top 5 Losers ($)$
KMX
carmax
-13.4 M
LKQ
lkq corp
-10.3 M
MKL
markel
-6.7 M
DIS
disney (walt)
-4.1 M
TRUP
trupanion inc.
-0.5 M

CHECK CAPITAL MANAGEMENT INC/CA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CHECK CAPITAL MANAGEMENT INC/CA

CHECK CAPITAL MANAGEMENT INC/CA has 50 stocks in it's portfolio. About 46.8% of the portfolio is in top 10 stocks. KMX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for CHECK CAPITAL MANAGEMENT INC/CA last quarter.

Last Reported on: 06 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions