CHECK CAPITAL MANAGEMENT INC/CA — 13F Holdings & Portfolio

CIK 1032814 · latest 13F-HR filed 2026-11-05

CHECK CAPITAL MANAGEMENT INC/CA manages $3.70B in 13F-reported U.S. long-equity assets across 34 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are BRK.B (20.41%), BRK.B (14.76%), BRK.B (14.30%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 1 new position and exited 36; 3 existing positions rose in reported value and 9 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$3.70B

Long-equity book

Holdings

Distinct positions

Period

2026-09-30

Filed 2026-11-05

Q/Q Activity

+1 / −36 / ↑3 / ↓9

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26

BRK.B34.2% · -2%GOOG13.7% · -4%BN11.1% · +10%MKL8.8% · +4%AER7.1% · -2%FCNCA5.6% · -1%SIRI4.7% · -1%AMZN3.2% · -1%LKQ2.6% · -3%CMPR2.3% · +1%HSY2.0% · -1%JEF1.9% · -1%BRK.A1.3% · 0%W1.1% · -1%FRFXF0.2% · new ZTS0.2% · new DIS0.0% · -99%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 93.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 26, 2026.

Assets Under Management

$2.37B

Discretionary

$2.15B

Employees

Accounts

2,408

Address

575 ANTON BLVD
STE 500
COSTA MESA, CA 92626-7685

Phone

(714) 641-3579

Website

www.linkedin.com/company/check-capital-management-inc-
www.facebook.com/checkcapital
checkcapital.com

Name	Title / Status	Ownership	Type
BALLARD, CHRISTOPHER, BLAIR Control	DIRECTOR since Jan 2026	5–10%	Individual
CHECK, STEVEN, GLENN Control	PRESIDENT since Jan 1990	75% or more	Individual
HILL, ROBERT, PHILLIP Control	CHIEF COMPLIANCE OFFICER since Jan 2014	5–10%	Individual
HILL, ROBERT, PHILLIP Control	DIRECTOR since Jan 2026	5–10%	Individual
KINNEY, RYAN, SCOTT Control	DIRECTOR since Jan 2026	Less than 5%	Individual
SALTZBERG, JEREMY, IAN Control	DIRECTOR since Jan 2026	Less than 5%	Individual

Ownership & leadership changes · 2 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 27, 2026 filing

AddedBALLARD, CHRISTOPHER, BLAIR · DIRECTOR · 5–10% · control person
AddedKINNEY, RYAN, SCOTT · DIRECTOR · Less than 5% · control person
AddedSALTZBERG, JEREMY, IAN · DIRECTOR · Less than 5% · control person
ChangedHILL, ROBERT, PHILLIP · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER / DIRECTOR; ownership Less than 5% → 5–10%

Mar 28, 2014 filing

No longer listedMEEKS, JONATHAN, JAMES · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Aug 2004
AddedHILL, ROBERT, PHILLIP · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Mar 30, 2012 filing (earliest on record)

ListedCHECK, STEVEN, GLENN · PRESIDENT · 75% or more · control person
ListedMEEKS, JONATHAN, JAMES · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Berkshire Hathaway$128.1M +30.6%
Wayfair$1.6M +10.1%
Fairfax Finl Hldgs$380.0K +11.7%

Top Trims

Disney (Walt)-$42.9M -99.0%
Alphabet-$17.0M -7.2%
Markel-$14.0M -9.1%
Sirius XM-$11.7M -13.5%
Cimpress-$11.1M -23.2%

Show all 9 →

New Positions

Zoetis$2.7M

Exited Positions

Show all 36 →

Loading…

#	Issuer	Symbol	CUSIP	Value	Δ

CHECK CAPITAL MANAGEMENT INC/CA Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	Berkshire Hathaway Call	BRK.B	084670702	$755.9M	20.41%	1,518,000	SH
2	Berkshire Hathaway	BRK.B	084670702	$546.6M	14.76%	1,097,756	SH
3	Berkshire Hathaway Call	BRK.B	084670702	$529.6M	14.30%	1,063,500	SH
4	Berkshire Hathaway Call	BRK.B	084670702	$425.6M	11.49%	854,800	SH
5	Alphabet	GOOG	38259P706	$218.9M	5.91%	642,482	SH
6	Brookfield Corp.	BN	11271J107	$177.0M	4.78%	4,854,714	SH
7	Berkshire Hathaway Call	BRK.B	084670702	$163.5M	4.42%	328,400	SH
8	Markel	MKL	570535104	$140.7M	3.80%	82,148	SH
9	AerCap Holdings	AER	N00985106	$113.7M	3.07%	791,994	SH
10	First Citizens	FCNCA	31946M103	$90.1M	2.43%	43,747	SH
11	Sirius XM	SIRI	829933100	$74.8M	2.02%	2,889,225	SH
12	Berkshire Hathaway Call	BRK.B	084670702	$72.0M	1.94%	144,600	SH
13	Amazon	AMZN	023135106	$51.0M	1.38%	204,802	SH
14	Berkshire Hathaway Call	BRK.B	084670702	$47.8M	1.29%	95,900	SH
15	LKQ Corp	LKQ	501889208	$41.8M	1.13%	1,832,635	SH
16	Cimpress	CMPR	045290255	$36.9M	1.00%	478,625	SH
17	Berkshire Hathaway Call	BRK.B	084670702	$36.0M	0.97%	72,300	SH
18	Hershey Foods	HSY	427866108	$32.0M	0.86%	202,976	SH
19	Jefferies	JEF	47233W109	$31.0M	0.84%	677,058	SH
20	Berkshire Hathaway Call	BRK.B	084670702	$28.2M	0.76%	56,600	SH
21	Berkshire Hathaway 'A'	BRK.A	084670108	$20.9M	0.56%	28	SH
22	Wayfair	W	94419L101	$17.2M	0.46%	167,650	SH
23	Berkshire Hathaway Call	BRK.B	084670702	$14.5M	0.39%	29,200	SH
24	Berkshire Hathaway Call	BRK.B	084670702	$8.0M	0.22%	16,100	SH
25	Berkshire Hathaway Call	BRK.B	084670702	$6.3M	0.17%	12,700	SH
26	Berkshire Hathaway Call	BRK.B	084670702	$5.5M	0.15%	11,100	SH
27	Berkshire Hathaway Call	BRK.B	084670702	$5.0M	0.13%	10,000	SH
28	Berkshire Hathaway Call	BRK.B	084670702	$4.3M	0.12%	8,600	SH
29	Fairfax Finl Hldgs	FRFXF	303901102	$3.6M	0.10%	2,325	SH
30	Zoetis	ZTS	98978V103	$2.7M	0.07%	39,219	SH
31	Berkshire Hathaway Call	BRK.B	084670702	$1.1M	0.03%	2,300	SH
32	Berkshire Hathaway Call	BRK.B	084670702	$448.2K	0.01%	900	SH
33	Disney (Walt)	DIS	254687106	$441.8K	0.01%	4,212	SH
34	Berkshire Hathaway Call	BRK.B	084670702	$249.0K	0.01%	500	SH

Filing History

Period	Filed	AUM	Holdings	Accession
2026-09-30	2026-11-05	$3.70B	34	0001032814-26-000009
2026-06-30	2026-08-05	$3.78B	67	0001032814-26-000006
2026-06-30	2026-08-03	$3.64B	67	0001032814-26-000005
2026-03-31	2026-05-04	$3.44B	66	0001032814-26-000004
2025-12-31	2026-02-06	$3.44B	75	0001032814-26-000001

Filer Information

Address

575 ANTON BLVD
STE 500
COSTA MESA, CA 92626

Phone

(714) 641-3579

Filing Manager

CHECK CAPITAL MANAGEMENT INC/CA

COSTA MESA, CA

Signatory

Rob Hill

CCO