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Portfolio (Quarterly) Guide ↗

CHECK CAPITAL MANAGEMENT INC/CA

· CIK 0001032814
13F Portfolio $3.8B AUM 67 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 5 New 16 Added 11 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Freeport Mcmoran Copper 3,881.0 $244K 0.01% NEW $62.89
2 HBM Hudbay Minerals Basic Materials 9,940.0 $235K 0.01% NEW $23.61 +16.2%
3 Lam Research 500.0 $217K 0.01% NEW $433.33
4 Taseko Mines 31,350.0 $216K 0.01% NEW $6.88
5 SCHA Schwab US Small Cap ETF 5,600.0 $202K 0.01% NEW $36.13 -4.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 60.8%
Communication Services 18.1%
Consumer Cyclical 13.7%
Consumer Defensive 5.0%
Technology 1.5%
Industrials 0.5%
Healthcare 0.2%
Utilities 0.1%
Energy 0.0%
Basic Materials 0.0%