Portfolio (Quarterly)
Guide ↗
CHECK CAPITAL MANAGEMENT INC/CA
· CIK 0001032814| # | 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% |
① 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%