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CHECK CAPITAL MANAGEMENT INC/CA 13F 持仓明细(2026-03-31) · 小隐寺数据中心

CHECK CAPITAL MANAGEMENT INC/CA

报告期 2026-03-31 · CIK 0001032814

持仓数

50

前50大市值合计

$3.44B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BRK/B Berkshire Hathaway

COM · 认购

$1.81B

3,785,700

52.8%

BRK/B Berkshire Hathaway

COM

$531.1M

1,108,390

15.5%

— Alphabet

COM

$198.0M

690,399

5.8%

BN Brookfield Corp.

COM

$177.3M

4,379,938

5.2%

MKL Markel

COM

$147.2M

76,886

4.3%

— AerCap Holdings

COM

$112.2M

817,655

3.3%

FCNCA First Citizens

COM

$83.1M

44,068

2.4%

SIRI Sirius XM

COM

$67.9M

2,942,595

2.0%

LKQ LKQ Corp

COM

$56.3M

1,917,106

1.6%

AMZN Amazon

COM

$42.5M

204,087

1.2%

DIS Disney (Walt)

COM

$42.3M

438,533

1.2%

HSY Hershey Foods

COM

$40.0M

192,310

1.2%

— Cimpress

COM

$34.4M

471,466

1.0%

— Jefferies

COM

$28.1M

680,171

0.8%

BRK/A Berkshire Hathaway 'A'

COM

$20.8M

29

0.6%

— Wayfair

COM

$12.6M

167,948

0.4%

AAPL Apple

COM

$5.9M

23,073

0.2%

— Biglari Cl A

COM

$2.7M

1,578

0.1%

MSFT Microsoft

COM

$2.3M

6,079

0.1%

AMGN Amgen

COM

$1.4M

3,885

0.0%

CAT Caterpillar Tractor

COM

$1.2M

1,717

0.0%

— Alphabet Class A

COM

$1.1M

3,683

0.0%

TRUP Trupanion Inc.

COM

$1.0M

40,695

0.0%

— Goldman Sachs

COM

$1.0M

1,230

0.0%

— Tesla Motors

COM

$929.4K

2,500

0.0%

— General Electric

COM

$848.5K

2,990

0.0%

GEV GE Vernova

COM

$786.5K

901

0.0%

GLW Corning

COM

$686.6K

5,050

0.0%

RTX Raytheon Technologies

COM

$673.0K

3,489

0.0%

— SPDR S&P 500

ETF

$627.6K

965

0.0%

XT IShares Exponential Technologi

ETF

$599.7K

8,800

0.0%

BAC Bank of America

COM

$586.6K

12,032

0.0%

BAM Brookfield Asset Management

COM

$575.8K

12,954

0.0%

FRFHF Fairfax Finl Hldgs

COM

$372.0K

219

0.0%

— Nvidia

COM

$369.2K

2,117

0.0%

FAST Fastenal

COM

$367.5K

7,920

0.0%

— FedEx

COM

$353.7K

993

0.0%

WFC Wells Fargo

COM

$351.3K

4,413

0.0%

UBER Uber

COM

$349.6K

4,860

0.0%

— Conocophillips

COM

$334.5K

2,534

0.0%

— UnitedHealth

COM

$333.4K

1,232

0.0%

— Biglari Holdings

COM

$318.7K

967

0.0%

BA Boeing Co

COM

$287.6K

1,445

0.0%

ITW Illinois Tool Works

COM

$286.3K

1,100

0.0%

SCHG Schwab US Large Cap Growth

COM

$285.5K

9,800

0.0%

— JPMorgan Chase

COM

$281.2K

956

0.0%

CVX Chevron

COM

$279.3K

1,350

0.0%

— Quest Diagnostics

COM

$254.8K

1,300

0.0%

— Verizon

COM

$241.0K

4,800

0.0%

CFG Citizens Financial Group

COM

$227.9K

3,800

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

87%前 6 大占比

BRK/B52.8%BRK/B15.5%Alphabet5.8%BN5.2%MKL4.3%AerCap Holdings3.3%