Capco Asset Management, LLC

Q4 2025 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    28

  • Value ($000)

    $408,859

  • Date Filed
    02/06/2026
  • Form type
    13F-HR
  • CIK
    0001698068
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MAR

MARRIOTT INTL INC NEW

CL A
$73.64M
18 %

237,357

MKL

MARKEL GROUP INC

COM
$56.09M
14 %

26,094

ROP

ROPER TECHNOLOGIES INC

COM
$49.01M
12 %

110,112

PGR

PROGRESSIVE CORP

COM
$44.22M
11 %

194,173

MSFT

MICROSOFT CORP

COM
$34.14M
8 %

70,591

AMZN

AMAZON COM INC

COM
$31.69M
8 %

137,308

ADSK

AUTODESK INC

COM
$26.15M
6 %

88,339

---

LAM RESEARCH CORP

COM NEW
$25.6M
6 %

149,560

BUD

ANHEUSER BUSCH INBEV SA/NV

SPONSORED ADR
$19.28M
5 %

301,100

LBRDK

LIBERTY BROADBAND CORP

COM SER C
$16.1M
4 %

331,214

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