account_balance

Investment manager · 13F filer · SEC CIK 1698068

Capco Asset Management, LLC

Reported value$359Mas of Sep 30, 2026
Positions26 2 new, 2 sold out
Top 10 weight94.6%MAR alone is 17%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MAR Marriott International Inc 16.8% HeldROP Roper Technologies Inc 14.1% HeldAMZN Amazon.com Inc 13.2% Added +10%MKL Markel Group Inc. 11.9% HeldMSFT Microsoft Corp 11.7% HeldPGR Progressive Corp 10.8% HeldADSK Autodesk, Inc. 5.0% HeldDHR Danaher Corp 4.2% Added +52%CHTR Charter Communications, Inc. 4.1% Added +211%BUD Anheuser-Busch InBev SA 2.9% HeldBRK-B Berkshire Hathaway Inc 2.4% HeldGOGO Gogo Inc. 1.9% Added +10%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 5, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed

None

remove_circleSold out
  • TEAM $13.2M
  • LBRDK $11M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist