Check Capital Management as of Dec. 31, 2022
Portfolio Holdings for Check Capital Management
Check Capital Management holds 38 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 69.5 | $1.4B | 4.7M | 308.90 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 4.1 | $85M | 2.7M | 31.46 | |
| Google Inc Class C | 3.4 | $71M | 796k | 88.73 | |
| Markel Corporation (MKL) | 3.4 | $71M | 54k | 1317.48 | |
| LKQ Corporation (LKQ) | 3.2 | $67M | 1.3M | 53.41 | |
| Suncor Energy (SU) | 2.9 | $60M | 1.9M | 31.73 | |
| Aercap Holdings Nv Ord Cmn (AER) | 2.4 | $50M | 863k | 58.32 | |
| FedEx Corporation (FDX) | 1.7 | $36M | 206k | 173.20 | |
| Wells Fargo & Company (WFC) | 1.6 | $33M | 787k | 41.29 | |
| CarMax (KMX) | 1.5 | $32M | 526k | 60.89 | |
| Quest Diagnostics Incorporated (DGX) | 1.4 | $28M | 179k | 156.44 | |
| Advance Auto Parts (AAP) | 1.3 | $27M | 186k | 147.03 | |
| Berkshire Hathaway (BRK.A) | 1.0 | $22M | 46.00 | 468710.96 | |
| Alliance Data Systems Corporation (BFH) | 0.7 | $14M | 383k | 37.66 | |
| Cimpress N.v Com Eur0.01 | 0.6 | $12M | 423k | 27.61 | |
| Wayfair (W) | 0.3 | $6.0M | 184k | 32.89 | |
| Apple (AAPL) | 0.2 | $4.5M | 35k | 129.93 | |
| Bank of America Corporation (BAC) | 0.2 | $3.9M | 118k | 33.12 | |
| Walt Disney Company (DIS) | 0.2 | $3.4M | 39k | 86.88 | |
| Biglari Hldgs (BH.A) | 0.1 | $1.6M | 2.3k | 689.00 | |
| Microsoft Corporation (MSFT) | 0.1 | $1.4M | 5.9k | 239.82 | |
| Amgen (AMGN) | 0.0 | $977k | 3.7k | 262.64 | |
| Trupanion (TRUP) | 0.0 | $732k | 15k | 47.53 | |
| Verizon Communications (VZ) | 0.0 | $509k | 13k | 39.40 | |
| Goldman Sachs (GS) | 0.0 | $422k | 1.2k | 343.38 | |
| Caterpillar (CAT) | 0.0 | $411k | 1.7k | 239.56 | |
| ConocoPhillips (COP) | 0.0 | $402k | 3.4k | 118.00 | |
| IShares Exponential Technologi Etf (XT) | 0.0 | $398k | 8.4k | 47.34 | |
| SPDR S&P 500 Etf (SPY) | 0.0 | $312k | 816.00 | 382.43 | |
| Fastenal Company (FAST) | 0.0 | $308k | 6.5k | 47.32 | |
| Chevron Corporation (CVX) | 0.0 | $305k | 1.7k | 179.49 | |
| 0.0 | $287k | 3.3k | 88.23 | ||
| Brookfield Asset Management (BAM) | 0.0 | $285k | 10k | 28.67 | |
| Illinois Tool Works (ITW) | 0.0 | $242k | 1.1k | 220.30 | |
| General Electric Company | 0.0 | $217k | 2.6k | 83.79 | |
| Amazon (AMZN) | 0.0 | $212k | 2.5k | 84.00 | |
| Metro Bank Plc Ord Gbp0.000001 Isin #gb00bz6stl67 Sedol #bz6stl6 | 0.0 | $62k | 43k | 1.46 | |
| Cardlytics (CDLX) | 0.0 | $61k | 11k | 5.78 |
