$101 Million is the total value of Steel Canyon Capital, LLC's 20 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $10,024,000 | – | 44,256 | +100.0% | 9.90% | – |
| BAC | New | BANK AMER CORP | $1,585,000 | – | 45,000 | +100.0% | 1.57% | – |
| WFC | New | WELLS FARGO CO NEW | $1,430,000 | – | 26,587 | +100.0% | 1.41% | – |
| PCG | New | PG&E CORPcall | $607,000 | – | 55,800 | +100.0% | 0.60% | – |
| ANTM | New | ANTHEM INC | $606,000 | – | 2,008 | +100.0% | 0.60% | – |
| ECOLW | New | US ECOLOGY INC*w exp 10/17/202 | $186,000 | – | 16,018 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LIBERTY MEDIA CORP DELAWARE | 27 | Q2 2023 | 21.9% |
| PROGRESSIVE CORP OHIO | 19 | Q3 2023 | 12.1% |
| ASBURY AUTOMOTIVE GROUP INC | 18 | Q3 2023 | 9.7% |
| ARCH CAP GROUP LTD | 17 | Q3 2023 | 16.0% |
| LIBERTY BROADBAND CORP | 17 | Q3 2023 | 17.8% |
| CHARTER COMMUNICATIONS INC N | 16 | Q3 2023 | 7.7% |
| VISA INC | 15 | Q3 2023 | 11.1% |
| O REILLY AUTOMOTIVE INC NEW | 14 | Q2 2021 | 13.5% |
| TRINITY PL HLDGS INC | 14 | Q1 2020 | 2.2% |
| ALPHABET INC | 12 | Q3 2023 | 10.8% |
View Steel Canyon Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-16 |
View Steel Canyon Capital, LLC'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.