CHECK CAPITAL MANAGEMENT INC/CA
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Berkshire Hathaway(Call) | 3,510,000 | 3,785,700 | +275,700 | 1,764,301,500 | 1,814,107,440 | — | +49,805,940 |
| Amazon(AMZN) | 3,481 | 204,087 | +200,606 | 803,522 | 42,505,113 | 2.62% | +41,701,591 |
| Sirius XM(SIRI) | 2,883,500 | 2,942,595 | +59,095 | 57,655,582 | 67,915,104 | 4.19% | +10,259,522 |
| LKQ Corp(LKQ) | 1,558,481 | 1,917,106 | +358,625 | 47,066,126 | 56,305,416 | 3.47% | +9,239,290 |
| Cimpress | 406,606 | 471,466 | +64,860 | 27,075,894 | 34,417,018 | 2.12% | +7,341,124 |
| Hershey Foods(HSY) | 190,689 | 192,310 | +1,621 | 34,701,626 | 39,979,314 | 2.46% | +5,277,688 |
| Corning(GLW) | 5,050 | 5,050 | 0 | 442,178 | 686,648 | 0.04% | +244,470 |
| Caterpillar Tractor(CAT) | 1,717 | 1,717 | 0 | 983,618 | 1,216,426 | 0.07% | +232,808 |
| GE Vernova(GEV) | 988 | 901 | -87 | 645,727 | 786,483 | 0.05% | +140,756 |
| Fairfax Finl Hldgs(FRFFF) | 133 | 219 | +86 | 253,812 | 371,968 | 0.02% | +118,156 |
| Conocophillips(COP) | 2,534 | 2,534 | 0 | 237,208 | 334,488 | 0.02% | +97,280 |
| UnitedHealth(UNH) | 719 | 1,232 | +513 | 237,349 | 333,367 | 0.02% | +96,018 |
| Amgen(AMGN) | 3,885 | 3,885 | 0 | 1,271,599 | 1,366,937 | 0.08% | +95,338 |
| Chevron(CVX) | 1,350 | 1,350 | 0 | 205,753 | 279,315 | 0.02% | +73,562 |
| Fastenal(FAST) | 7,920 | 7,920 | 0 | 317,830 | 367,488 | 0.02% | +49,658 |
| Raytheon Technologies(RTX) | 3,489 | 3,489 | 0 | 639,883 | 673,028 | 0.04% | +33,145 |
| Jefferies | 452,487 | 680,171 | +227,684 | 28,040,649 | 28,070,669 | 1.73% | +30,020 |
| Quest Diagnostics(DGX) | 1,300 | 1,300 | 0 | 225,590 | 254,775 | 0.02% | +29,185 |
| Boeing Co(BA) | 1,245 | 1,445 | +200 | 270,314 | 287,598 | 0.02% | +17,284 |
| Illinois Tool Works(ITW) | 1,100 | 1,100 | 0 | 270,930 | 286,319 | 0.02% | +15,389 |
| Citizens Financial Group(CFG) | 3,800 | 3,800 | 0 | 221,958 | 227,886 | 0.01% | +5,928 |
| Verizon | 5,860 | 4,800 | -1,060 | 238,678 | 240,960 | 0.01% | +2,282 |
| IShares Exponential Technologi FUTU EXPO TE ETF | 8,800 | 8,800 | 0 | 613,712 | 599,714 | 0.04% | -13,998 |
| Nvidia(NVDA) | 2,117 | 2,117 | 0 | 394,820 | 369,205 | 0.02% | -25,615 |
| JPMorgan Chase(JPM) | 955 | 956 | +1 | 307,722 | 281,230 | 0.02% | -26,492 |
| SPDR S&P 500 | 965 | 965 | 0 | 658,053 | 627,578 | 0.04% | -30,475 |
| Schwab US Large Cap Growth | 9,800 | 9,800 | 0 | 319,676 | 285,474 | 0.02% | -34,202 |
| Goldman Sachs(GS) | 1,230 | 1,230 | 0 | 1,081,170 | 1,040,568 | 0.06% | -40,602 |
| Uber(UBER) | 4,860 | 4,860 | 0 | 397,111 | 349,580 | 0.02% | -47,531 |
| Alphabet Class A | 3,623 | 3,683 | +60 | 1,134,085 | 1,059,183 | 0.07% | -74,902 |
| Brookfield Asset Management(BAM) | 12,786 | 12,954 | +168 | 669,859 | 575,805 | 0.04% | -94,054 |
| Wells Fargo(WFC) | 5,038 | 4,413 | -625 | 469,542 | 351,319 | 0.02% | -118,223 |
| Biglari Holdings | 1,340 | 967 | -373 | 445,456 | 318,714 | 0.02% | -126,742 |
| General Electric(GE) | 3,240 | 2,990 | -250 | 998,017 | 848,472 | 0.05% | -149,545 |
| Tesla Motors | 2,500 | 2,500 | 0 | 1,124,300 | 929,375 | 0.06% | -194,925 |
| Meta Platforms Inc.(META) | 336 | 0 | -336 | 221,790 | 0 | — | -221,790 |
| FedEx | 2,237 | 993 | -1,244 | 646,128 | 353,687 | 0.02% | -292,441 |
| Trupanion Inc.(TRUP) | 40,780 | 40,695 | -85 | 1,523,949 | 1,042,199 | 0.06% | -481,750 |
| Microsoft(MSFT) | 6,126 | 6,079 | -47 | 2,962,701 | 2,250,207 | 0.14% | -712,494 |
| Apple(AAPL) | 25,395 | 23,073 | -2,322 | 6,903,891 | 5,855,732 | 0.36% | -1,048,159 |
| Berkshire Hathaway 'A' | 29 | 29 | 0 | 21,889,200 | 20,826,060 | 1.28% | -1,063,140 |
| Biglari Cl A | 2,200 | 1,578 | -622 | 3,828,110 | 2,749,965 | 0.17% | -1,078,145 |
| Bank of America | 79,737 | 12,032 | -67,705 | 4,385,546 | 586,563 | 0.04% | -3,798,983 |
| Wayfair | 167,192 | 167,948 | +756 | 16,787,716 | 12,631,345 | 0.78% | -4,156,371 |
| AerCap Holdings | 827,362 | 817,655 | -9,707 | 118,941,511 | 112,165,979 | 6.92% | -6,775,532 |
| Disney (Walt)(DIS) | 436,641 | 438,533 | +1,892 | 49,676,694 | 42,265,845 | 2.61% | -7,410,849 |
| First Citizens(FCNCA) | 42,788 | 44,068 | +1,280 | 91,831,033 | 83,054,118 | 5.12% | -8,776,915 |
| Markel(MKL) | 77,313 | 76,886 | -427 | 166,196,252 | 147,165,508 | 9.07% | -19,030,744 |
| Alphabet | 703,613 | 690,399 | -13,214 | 220,793,681 | 198,047,923 | 12.21% | -22,745,758 |
| Berkshire Hathaway | 1,102,508 | 1,108,390 | +5,882 | 554,175,532 | 531,140,355 | 32.75% | -23,035,177 |
| Brookfield Corp.(BN) | 4,388,968 | 4,379,938 | -9,030 | 201,409,746 | 177,256,083 | 10.93% | -24,153,663 |