Capco Asset Management, LLC
Q4 2025 13F Holdings
- Locationtampa, FL
- Num holdings
28
- Value ($000)
$408,859
- Date Filed02/06/2026
- Form type13F-HR
- CIK0001698068
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MARRIOTT INTL INC NEW | CL A | 571903202 | $73.64M | 18 % | 237,357 | ||
MARKEL GROUP INC | COM | 570535104 | $56.09M | 14 % | 26,094 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | $49.01M | 12 % | 110,112 | ||
PROGRESSIVE CORP | COM | 743315103 | $44.22M | 11 % | 194,173 | ||
MICROSOFT CORP | COM | 594918104 | $34.14M | 8 % | 70,591 | ||
AMAZON COM INC | COM | 023135106 | $31.69M | 8 % | 137,308 | ||
AUTODESK INC | COM | 052769106 | $26.15M | 6 % | 88,339 | ||
LAM RESEARCH CORP | COM NEW | 512807306 | $25.6M | 6 % | 149,560 | ||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | $19.28M | 5 % | 301,100 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | $16.1M | 4 % | 331,214 |
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