Capco Asset Management, LLC: 13F holdings
CIK 16980682026Q2
| Positions | 26 |
|---|---|
| Reported value | $365.9m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MAR MARRIOTT INTL INC NEW | 172,034 | $63.8m | 17.4% |
| ROP ROPER TECHNOLOGIES INC | 147,619 | $50.0m | 13.7% |
| MKL MARKEL GROUP INC | 25,322 | $49.5m | 13.5% |
| PGR PROGRESSIVE CORP | 190,253 | $41.6m | 11.4% |
| AMZN AMAZON COM INC | 173,009 | $41.2m | 11.3% |
| MSFT MICROSOFT CORP | 82,756 | $30.9m | 8.4% |
| ADSK AUTODESK INC | 86,494 | $16.8m | 4.6% |
| TEAM ATLASSIAN CORPORATION | 169,604 | $13.2m | 3.6% |
| BUD ANHEUSER BUSCH INBEV SA NV | 143,187 | $11.8m | 3.2% |
| LIBERTY BROADBAND CORP | 331,875 | $11.0m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1698068")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.