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Check Capital Management Inc/Ca
upravljavec premoženja · portfelj $3.64 mrd. · 67 pozicij · poročilo na dan 30.06.2026
Pozicije v Delnicah poročilo za 30.06.2026, oddano 03.08.2026; sprememba — v primerjavi z 31.03.2026 · 54
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v Četrtletju |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC US:BRK-A | 836 370 | $419 mio. | 25.73% | −272 020 |
| Alphabet CUSIP 38259P706 | 667 737 | $236 mio. | 14.51% | −22 662 |
| Brookfield Corporation US:BN | 4 402 984 | $188 mio. | 11.53% | +23 046 |
| Markel Corporation US:MKL | 79 209 | $155 mio. | 9.51% | +2 323 |
| AerCap Holdings CUSIP N00985106 | 807 867 | $118 mio. | 7.24% | −9 788 |
| First Citizens BancShares, I… US:FCNCA | 44 353 | $92.3 mio. | 5.67% | +285 |
| Sirius XM Holding Inc US:SIRI | 2 927 799 | $86.5 mio. | 5.32% | −14 796 |
| LKQ Corporation US:LKQ | 1 886 416 | $49.7 mio. | 3.05% | −30 690 |
| Amazon.com, Inc. US:AMZN | 206 057 | $49.1 mio. | 3.02% | +1 970 |
| Cimpress CUSIP 045290255 | 472 485 | $48.1 mio. | 2.95% | +1 019 |
| Walt Disney Co US:DIS | 450 174 | $43.3 mio. | 2.66% | +11 641 |
| Hershey Co US:HSY | 205 272 | $36.0 mio. | 2.21% | +12 962 |
| Jefferies Financial Group In… US:JEF | 685 910 | $34.3 mio. | 2.11% | +5 739 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 28 | $21.0 mio. | 1.29% | −1 |
| Wayfair Inc US:W | 169 025 | $15.6 mio. | 0.96% | +1 077 |
| Apple Inc. US:AAPL | 23 439 | $6.78 mio. | 0.42% | +366 |
| Biglari Holdings Inc US:BH-A | 1 562 | $3.29 mio. | 0.20% | −16 |
| Fairfax Financial Holdings L… US:FRFHF | 1 979 | $3.25 mio. | 0.20% | +1 760 |
| Microsoft Corporation US:MSFT | 6 229 | $2.32 mio. | 0.14% | +150 |
| Caterpillar Inc US:CAT | 1 717 | $1.83 mio. | 0.11% | — |
| Amgen Inc US:AMGN | 3 885 | $1.41 mio. | 0.09% | — |
| Alphabet Class A CUSIP 38259P508 | 3 683 | $1.32 mio. | 0.08% | — |
| Corning Incorporated US:GLW | 5 050 | $1.29 mio. | 0.08% | — |
| Goldman Sachs Group Inc US:GS | 1 230 | $1.24 mio. | 0.08% | — |
| General Electric CUSIP 369604103 | 2 990 | $1.12 mio. | 0.07% | — |
| GE Vernova LLC US:GEV | 901 | $1.06 mio. | 0.07% | — |
| Trupanion Inc US:TRUP | 40 075 | $993 tis. | 0.06% | −620 |
| Tesla, Inc. US:TSLA | 2 350 | $988 tis. | 0.06% | −150 |
| iShares Exponential Technolo… US:XT · ETF | 8 800 | $727 tis. | 0.04% | — |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 965 | $721 tis. | 0.04% | — |
| Bank of America Corp US:BAC | 12 038 | $686 tis. | 0.04% | +6 |
| RTX Corporation US:RTX | 3 489 | $662 tis. | 0.04% | — |
| NVIDIA Corporation US:NVDA | 3 077 | $616 tis. | 0.04% | +960 |
| Brookfield Asset Management… US:BAM | 13 129 | $589 tis. | 0.04% | +175 |
| UNITEDHEALTH GROUP INC US:UNH | 1 122 | $466 tis. | 0.03% | −110 |
| Biglari Holdings CUSIP 08986R101 | 967 | $412 tis. | 0.03% | — |
| Fastenal Company US:FAST | 7 920 | $380 tis. | 0.02% | — |
| WELLS FARGO & COMPANY/MN US:WFC | 4 483 | $370 tis. | 0.02% | +70 |
| Uber Technologies Inc US:UBER | 4 865 | $351 tis. | 0.02% | +5 |
| Schwab U.S. Large-Cap Growth… US:SCHG · ETF | 9 800 | $332 tis. | 0.02% | — |
| JPMorgan Chase & Co. US:JPM | 957 | $313 tis. | 0.02% | +1 |
| The Boeing Company US:BA | 1 445 | $313 tis. | 0.02% | — |
| FEDEX CORP US:FDX | 961 | $301 tis. | 0.02% | −32 |
| Illinois Tool Works Inc US:ITW | 1 100 | $298 tis. | 0.02% | — |
| Quest Diagnostics Incorporat… US:DGX | 1 300 | $276 tis. | 0.02% | — |
| Citizens Financial Group, In… US:CFG | 3 800 | $266 tis. | 0.02% | — |
| Freeport-McMoran Copper & Go… US:FCX | 3 881 | $244 tis. | 0.02% | nova |
| Hudbay Minerals Inc. US:HBM | 9 940 | $235 tis. | 0.01% | nova |
| Lam Research Corp US:LRCX | 500 | $217 tis. | 0.01% | nova |
| Taseko Mines Ltd US:TGB | 31 350 | $216 tis. | 0.01% | nova |
| Chevron Corp US:CVX | 1 250 | $207 tis. | 0.01% | −100 |
| Schwab U.S. Small-Cap ETF US:SCHA · ETF | 5 600 | $202 tis. | 0.01% | nova |
| ConocoPhillips US:COP | 0 (bilo je 2 534) | — | — | prodana |
| Verizon Communications Inc US:VZ | 0 (bilo je 4 800) | — | — | prodana |
V podjetjih iz naše baze podatkov 2
| Podjetje | Delež | Delnice | Datum Poročila |
|---|---|---|---|
| Fairfax Financial Holdings L… | 0.02% | 3 958 | 2026-06-30 |
| Metro Bank PLC | 0% | 10 000 | 2024-09-30 |
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