Capco Asset Management, LLC — 13F Holdings & Portfolio

CIK 1698068 · latest 13F-HR filed 2026-05-08

Capco Asset Management, LLC manages $366.6M in 13F-reported U.S. long-equity assets across 27 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MAR (15.64%), ROP (14.51%), MKL (13.49%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 4, added to 9, and trimmed 10.

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.

Loading holdings…
AUM

$366.6M

Long-equity book

Holdings

27

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+3 / −4 / ↑9 / ↓10

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DANAHER CORP DEL$8.4M +24335.2%
  • AMAZON COM INC$5.0M +15.8%
  • ROPER TECHNOLOGIES INC$4.2M +8.5%
  • ATLASSIAN CORPORATION$2.9M +32.8%
  • TAIWAN SEMICONDUCTOR MANUFAC$160.9K +143.5%
Show all 9

Top Trims

  • MARRIOTT INTL INC NEW-$16.3M -22.1%
  • LAM RESEARCH CORP-$15.7M -61.2%
  • ANHEUSER BUSCH INBEV SA NV-$9.2M -47.6%
  • MARKEL GROUP INC-$6.6M -11.8%
  • PROGRESSIVE CORP-$6.2M -13.9%
Show all 10

New Positions

  • BROADCOM INC$120.4K
  • APOLLO GLOBAL MGMT INC$92.4K
  • DORMAN PRODUCTS INC$80.6K
Show all 3

Exited Positions

  • COMFORT SYSTEMS USA INC$100.8K
  • MONDAY COM LTD$85.1K
  • WESTERN DIGITAL CORP$67.4K
  • WORKDAY INC$39.9K
Show all 4
All Holdings

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 MARRIOTT INTL INC NEW MAR 571903202 $57.3M 15.64% 175,341 SH
2 ROPER TECHNOLOGIES INC ROP 776696106 $53.2M 14.51% 150,297 SH
3 MARKEL GROUP INC MKL 570535104 $49.5M 13.49% 25,839 SH
4 PROGRESSIVE CORP PGR 743315103 $38.1M 10.38% 191,971 SH
5 AMAZON COM INC AMZN 023135106 $36.7M 10.01% 176,155 SH
6 MICROSOFT CORP MSFT 594918104 $31.1M 8.48% 83,952 SH
7 AUTODESK INC ADSK 052769106 $21.1M 5.75% 87,997 SH
8 LIBERTY BROADBAND CORP LBRDK 530307305 $16.7M 4.54% 331,168 SH
9 ATLASSIAN CORPORATION TEAM 049468101 $11.9M 3.24% 173,871 SH
10 GOGO INC GOGO 38046C109 $11.4M 3.12% 2,842,848 SH
11 ANHEUSER BUSCH INBEV SA NV BUD 03524A108 $10.1M 2.76% 145,742 SH
12 LAM RESEARCH CORP LRCX 512807306 $9.9M 2.71% 46,471 SH
13 CHARTER COMMUNICATIONS INC CHTR 16119P108 $9.6M 2.63% 44,619 SH
14 DANAHER CORP DEL DHR 235851102 $8.4M 2.29% 44,254 SH
15 COSTCO WHOLESALE CORPORATION COST 22160K105 $378.6K 0.10% 380 SH
16 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $273.1K 0.07% 808 SH
17 ALPHABET INC GOOG 02079K107 $210.3K 0.06% 733 SH
18 LANDSTAR SYS INC LSTR 515098101 $208.4K 0.06% 1,300 SH
19 META PLATFORMS INC META 30303M102 $202.0K 0.06% 353 SH
20 BROADCOM INC AVGO 11135F101 $120.4K 0.03% 389 SH
21 APOLLO GLOBAL MGMT INC APO 03769M106 $92.4K 0.03% 829 SH
22 DORMAN PRODUCTS INC DORM 258278100 $80.6K 0.02% 772 SH
23 STATE STR SPDR 500 EFT T SPY 78462F103 $73.5K 0.02% 113 SH
24 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $47.9K 0.01% 100 SH
25 CERTARA INC CERT 15687V109 $40.3K 0.01% 7,075 SH
26 FRP HLDGS INC FRPH 30292L107 $4.4K 0.00% 200 SH
27 APPLE INC AAPL 037833100 $1.0K 0.00% 4 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $366.6M 27 0001698068-26-000005
2025-12-31 2026-02-06 $408.9M 28 0001698068-26-000002