Capco Asset Management, LLC

data from 30/09/2025

Capitalization

$ 428.871 M -9.79 %

Average holding period

18 ans

Performance

$ 339.547 M 140.92 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Capco Asset Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MAR MARRIOTT INTL INC NEW 14.68% 62.957 M $ 241732 2016/12/31 -3.148 M $ -4.67 %
2025/09/30 MKL MARKEL GROUP INC 11.83% 50.749 M $ 26552 2021/06/30 -2.325 M $ -4.31 %
2025/09/30 PGR PROGRESSIVE CORP 11.35% 48.680 M $ 197126 2016/12/31 -4.003 M $ -7.46 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 10.73% 46.006 M $ 92253 2016/12/31 -2.368 M $ -12.02 %
2025/09/30 MSFT MICROSOFT CORP 8.68% 37.215 M $ 71850 2016/12/31 2.008 M $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 7.14% 30.640 M $ 139546 2020/03/31 25.651 K $ 0.08 %
2025/09/30 ADSK AUTODESK INC 6.66% 28.558 M $ 89897 2019/09/30 744.649 K $ 2.62 %
2025/09/30 CHTR CHARTER COMMUNICATIONS INC N 6.47% 27.767 M $ 100932 2020/03/31 -13.700 M $ -32.70 %
2025/09/30 GOGO GOGO INC 5.80% 24.854 M $ 2893373 2022/03/31 -18.000 M $ -41.49 %
2025/09/30 WBD WARNER BROS DISCOVERY INC 5.28% 22.658 M $ 1160143 2022/06/30 23.740 M $ 70.42 %
2025/09/30 LRCX LAM RESEARCH CORP 4.75% 20.382 M $ 152219 2024/09/30 9.114 M $ 37.56 %
2025/09/30 BUD ANHEUSER BUSCH INBEV SA/NV 4.26% 18.278 M $ 306625 2016/12/31 -3.671 M $ -13.26 %
2025/09/30 TEAM ATLASSIAN CORPORATION 2.06% 8.837 M $ 55334 2025/06/30 -5.423 K $ -21.37 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.08% 351.739 K $ 380 2016/12/31 -24.437 K $ -6.50 %
2025/09/30 LSTR LANDSTAR SYS INC 0.04% 159.328 K $ 1300 2016/12/31 -21.398 K $ -11.84 %
2025/09/30 WDC WESTERN DIGITAL CORP 0.02% 103.252 K $ 860 2025/06/30 70.087 K $ 87.62 %
2025/09/30 CERT CERTARA INC 0.02% 99.006 K $ 8102 2025/06/30 4.608 K $ 4.44 %
2025/09/30 WDAY WORKDAY INC 0.02% 96.292 K $ 400 2025/06/30 291.000 $ 0.30 %
2025/09/30 FIX COMFORT SYS USA INC 0.02% 89.119 K $ 108 2025/06/30 41.900 K $ 53.89 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.02% 79.598 K $ 285 2025/06/30 19.008 K $ 23.31 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.02% 75.278 K $ 113 2024/03/31 5.461 K $ 7.82 %
2025/09/30 GOOG ALPHABET INC 0.01% 63.323 K $ 260 2025/06/30 33.080 K $ 37.30 %
2025/09/30 MNDY MONDAY COM LTD 0.01% 62.174 K $ 321 2025/06/30 -32.009 K $ -38.41 %
2025/09/30 META META PLATFORMS INC 0.01% 55.079 K $ 75 2025/06/30 -534.000 $ -0.50 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.01% 50.274 K $ 100 2016/12/31 1.697 K $ 3.49 %
2025/09/30 FRPH FRP HLDGS INC 0.00% 4.872 K $ 200 2020/12/31 -506.000 $ -9.41 %
2025/09/30 AAPL APPLE INC 0.00% 1.019 K $ 4 2016/12/31 395.000 $ 24.11 %