STEGINSKY CAPITAL LLC VC / PE / Holdco

Location: Port Washington, NY

CIK: 0001120048 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 9, 2026

Total Value: $666M

Holdings (8)

Increased Positions (5)

MKL MARKEL CORP 13.3%

Value $88.68M (+8.1%) Shares 45,406 (+5.9%) Est. Cost $1247.67 Unrealized —

FAST FASTENAL CO 12.4%

Value $82.57M (+8.6%) Shares 1,719,217 (+4.9%) Est. Cost $30.78 Unrealized —

MLM MARTIN MARIETTA MATLS INC 12.0%

Value $79.9M (+5.7%) Shares 138,549 (+7.9%) Est. Cost $292.32 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC CL A 0.4%

Value $2.995M (+317.1%) Shares 4 (+300.0%) Est. Cost $752011.10 Unrealized —

GOOGL ALPHABET INC CL A 0.7%

Value $4.763M (+26.5%) Shares 13,327 (+1.8%) Est. Cost $116.94 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MKL	MARKEL CORP	45,406 (+5.9%)	$88.68M (+8.1%)	13.3%	$1247.67	—	—	570535104
FAST	FASTENAL CO	1,719,217 (+4.9%)	$82.57M (+8.6%)	12.4%	$30.78	—	—	311900104
MLM	MARTIN MARIETTA MATLS INC	138,549 (+7.9%)	$79.9M (+5.7%)	12.0%	$292.32	—	—	573284106
BRK/A	BERKSHIRE HATHAWAY INC CL A	4 (+300.0%)	$2.995M (+317.1%)	0.4%	$752011.10	—	—	084670108
GOOGL	ALPHABET INC CL A	13,327 (+1.8%)	$4.763M (+26.5%)	0.7%	$116.94	—	—	02079K305

Unchanged Positions (3)

GOOG ALPHABET INC CAP STKCL C 36.6%

Value $244M Shares 689,320 Est. Cost $117.62 Unrealized —

COST COSTCO WHOLESALE CORP 19.0%

Value $127M Shares 135,271 Est. Cost $255.78 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 5.6%

Value $37.24M Shares 74,430 Est. Cost $229.36 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC CAP STKCL C	689,320	$244M	36.6%	$117.62	—	—	02079K107
COST	COSTCO WHOLESALE CORP	135,271	$127M	19.0%	$255.78	—	—	22160K105
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	74,430	$37.24M	5.6%	$229.36	—	—	084670702