$2.6 Million is the total value of CHECK CAPITAL MANAGEMENT INC/CA's 67 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | Sell | Alphabet | $101,620 | +8.3% | 770,724 | -0.7% | 3.90% | +5.1% |
| SU | Sell | Suncor | $61,341 | +15.2% | 1,784,211 | -1.7% | 2.36% | +11.8% |
| LKQ | Sell | LKQ Corp | $58,780 | -15.5% | 1,187,231 | -0.6% | 2.26% | -18.0% |
| FDX | Sell | FedEx | $50,818 | +3.1% | 191,823 | -3.5% | 1.95% | +0.1% |
| KMX | Sell | CarMax | $43,432 | -16.7% | 614,059 | -1.4% | 1.67% | -19.1% |
| Sell | Cimpress | $25,651 | +13.5% | 366,386 | -3.5% | 0.98% | +10.2% | |
| BRKA | Sell | Berkshire Hathaway 'A' | $21,259 | -10.7% | 40 | -13.0% | 0.82% | -13.5% |
| DGX | Sell | Quest Diagnostics | $20,440 | -18.3% | 167,730 | -5.8% | 0.78% | -20.8% |
| W | Sell | Wayfair | $9,557 | -9.5% | 157,781 | -2.9% | 0.37% | -12.2% |
| AAPL | Sell | Apple | $5,831 | -11.8% | 34,055 | -0.1% | 0.22% | -14.5% |
| DIS | Sell | Disney (Walt) | $2,872 | -11.8% | 35,439 | -2.8% | 0.11% | -14.7% |
| WFC | Sell | Wells Fargo | $407 | -98.7% | 9,969 | -98.7% | 0.02% | -98.8% |
| VZ | Sell | Verizon | $294 | -23.0% | 9,076 | -11.7% | 0.01% | -26.7% |
| FAST | Sell | Fastenal | $282 | -23.6% | 5,160 | -17.6% | 0.01% | -26.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Berkshire Hathaway 'B' | 45 | Q3 2023 | 54.4% |
| Berkshire Hathaway B | 45 | Q3 2023 | 30.7% |
| Wells Fargo | 45 | Q3 2023 | 11.4% |
| Berkshire Hathaway A | 45 | Q3 2023 | 2.4% |
| Microsoft | 45 | Q3 2023 | 2.8% |
| Apple | 45 | Q3 2023 | 0.3% |
| Suncor | 39 | Q3 2023 | 4.4% |
| Verizon Communications | 39 | Q3 2023 | 6.0% |
| Markel | 39 | Q3 2023 | 4.1% |
| Amgen | 39 | Q3 2023 | 0.1% |
View CHECK CAPITAL MANAGEMENT INC/CA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR/A | 2024-01-31 |
| 13F-HR/A | 2024-01-31 |
| 13F-HR/A | 2024-01-31 |
| 13F-HR/A | 2024-01-31 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-17 |
| 13F-HR | 2023-02-06 |
View CHECK CAPITAL MANAGEMENT INC/CA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.