Capco Asset Management, LLC

Q4 2020 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    25

  • Value ($000)

    $290,110

  • Date Filed
    02/04/2021
  • 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 2020 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PGR
PGR

PROGRESSIVE CORP

COM
743315103
$38.57 M
13 %

390,029

MAR
MAR

MARRIOTT INTL INC NEW

CL A
571903202
$37.77 M
13 %

286,283

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$35.70 M
12 %

160,488

ADSK
ADSK

AUTODESK INC

COM
052769106
$35.43 M
12 %

116,021

CHTR
CHTR

CHARTER COMMUNICATIONS INC N

CL A
16119P108
$29.23 M
10 %

44,184

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$21.04 M
7 %

90,748

RAVN
RAVN

RAVEN INDS INC

COM
754212108
$20.74 M
7 %

626,657

LRCX
LRCX

LAM RESEARCH CORP

COM
512807108
$19.13 M
7 %

40,500

BUD
BUD

ANHEUSER-BUSCH INBEV SA/NV

SPONSORED ADR
03524A108
$17.23 M
6 %

246,429

AMZN
AMZN

AMAZON.COM INC

COM
023135106
$12.76 M
4 %

3,919

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 25